Welcome to Heller Wealth

In these turbulent times it has become more important to select a team of individuals with the energy, experience, wisdom, and innovation to help you manage your financial future. That is why successful people have turned to the professionals at Heller Wealth Advisors to help lead them through the complex maze of investments, taxes, and financial planning issues specific to their lives.

Heller Wealth Advisors is an independent wealth management practice with offices in Summit, New Jersey and New York City. We provide high quality wealth management services to individuals, their families and their businesses. Our experience in all areas of financial planning and investments makes the professionals at Heller Wealth Advisors qualified to provide our clients with holistic solutions tailored to their specific needs. Our extensive fact gathering and modeling program enables us to anticipate and examine many different scenarios, which can enhance our clients’ probability of meeting their objectives.

The Heller Wealth Advisors team is large enough to provide our clients with institutional services, yet small enough to care about you and your financial life, and provide a personalized experience. Our goal is to develop a long-term relationship with each client that spans generations.

If you would like to set up an initial consultation, please call us at 973-287-5437.

Named a 2013, 2014, 2015, 2016, and 2017 Five Star Wealth Manager by NJ Monthly Magazine.

Please click here to view our 2016 Five Star Wealth Manager Award in NJ Monthly Magazine.

Featured Services

Financial Planning
As wealth advisors, we work with each client as a personal coach, helping to manage every aspect of your financial life. Once we have evaluated your finances.

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Investment Management
At Heller Wealth Advisors, we pride ourselves on our investment management program. The backbone of our investment philosophy is providing sophisticated investment options that are fully integrated. 

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Contact Team

Jordan Heller
Chief Executive Officer

Donald J. Hertling

Michael Whittemore
Chief Investment Officer 

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In early September, we posted our “How to Avoid Identity Theft” blog. Due to the recent Equifax data breach, we are providing a follow up post with additional steps you can take to protect yourself against identity theft. The Equifax data breach lasted from mid-May through July of this year. Hackers were able to access names, Social Security numbers, addresses, birthdates, and driver’s license numbers. To protect your identity, we recommend that you consider the following actions. 1. Keep a...

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