Michael Srulowitz is a financial advisor at Heritage Haus Wealth Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans through tiered wealth management services, including asset management, individualized financial planning, held-away account management, and estate-planning facilitation via a third-party platform. The firm employs a goal-based, discretionary investment approach tailored to clients’ objectives, with periodic reviews and access to specialized tools such as Dimensional Fund Advisors funds and limited-scope ERISA plan advisory services.

Michael Gaona is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners LLC provides wealth management services to individuals, high-net-worth clients, and retirement plans. The firm employs a goal-based, discretionary investment approach with tailored asset allocation and offers services such as asset management, individualized financial planning, ERISA plan advisory, and estate-planning facilitation through a third-party platform.

Tanner Friesenhahn is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior work includes roles at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans with tiered wealth management services, offering a goal-based discretionary investment approach that includes asset management, financial planning, held-away account management, and estate-planning facilitation through a third-party platform.