Welcome to Heller Wealth
Building a career, a family, and a future is more than a full time job for even the most ambitious individuals. In an ever-changing world of investments and financial planning practices it takes a dedicated team with the right energy, experience, and knowledge to feel confident that you are on the right path to achieving your goals. We have built our team based on these core principles and as an independent wealth management firm we understand that every person we meet has their own story unique to their needs, goals, and concerns.
Our offices are located in downtown Summit, New Jersey and Midtown Manhattan, however, our services are not limited to these areas as we currently serve clients throughout the U.S. and overseas. We provide personalized investment management for each of our clients, access to alternative forms of investing and offer additional value through our in-depth financial planning services. Each member of our financial planning team is a CERTIFIED FINANCIAL PLANNER™, qualified to provide you with the resources you need to meet your retirement, education, insurance, tax and estate planning goals.
We are large enough to provide our clients with institutional services, yet personal enough to focus on each of our clients’ specific needs and objectives. Our goal is to develop a long-term relationship with each client that spans over generations.
If you are interested in learning more about our personal, hands-on approach please give us a call at 973-287-5437. We are happy to introduce our team and learn more about you and your family to see if we are the right fit for you.
Named a 2013, 2014, 2015, 2016, 2017, and 2018 Five Star Wealth Manager by NJ Monthly Magazine.
Please click here to view our 2018 Five Star Wealth Manager Award.