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 licenses and has previously worked at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners provides discretionary wealth management services across three tiers and offers retirement-plan services. The firm tailors portfolios and financial plans to client objectives and uses a broad range of investment strategies, managing over $241 million in assets with a focus that includes ERISA-related services and held-away account management.

Michael Gaona is a financial advisor at Heritage Haus Wealth Partners LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners provides discretionary wealth management services through three tiers, serving advisory clients with tailored portfolios, financial planning, and retirement-plan services, including management of held-away accounts via third-party technology. The firm uses a broad range of investment strategies and emphasizes a documented process for monitoring and rebalancing accounts.

Tanner Friesenhahn is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX, holding Series 65 and Series 66 designations and three years of industry experience. His prior roles include positions at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners provides discretionary wealth management and retirement-plan services across three service tiers, offering tailored portfolios and financial plans. The firm employs a broad investment approach and maintains a focus on ERISA compliance, held-away account management, and estate-planning partnerships.