A complete list of active advisors currently associated with Heritage Haus Wealth Partners LLC

Warmer can help you find a great advisor at Heritage Haus Wealth Partners LLC or one who fits your needs even better.

Heritage Haus Wealth Partners provides discretionary wealth management across three service tiers (Foundation, Comprehensive, and Complex) for advisory clients and also offers retirement-plan services. The firm describes services that include asset management, financial planning, tax- and estate-plan review, held-away account management (401(k), 529, HSA) via a third‑party platform, and educational seminars and workshops. Portfolios and financial plans are tailored to each client’s objectives, time horizon, and risk tolerance, with the firm able to trade on a discretionary basis and perform regular account reviews (at least annually). The brochure notes a broad investment toolkit — from mutual funds and ETFs (including Dimensional funds) to options, margin, inverse/leveraged products, and alternative/private investments — and the firm documents a process for monitoring, rebalancing, and tax-loss harvesting. Noteworthy features in the disclosure include a marked ERISA focus (limited‑scope 3(21) services with 408(b)(2) disclosures and an exclusions list for illiquid assets), the ability to manage held‑away assets through third‑party technology, and a partnership to facilitate estate‑planning documents via Wealth, Inc. The firm also reports substantial discretionary assets under management relative to its advisor count (over $241 million with three advisors shortly after its May 2026 formation), which suggests a practice mix and scale profile that differs from many peer firms.

To learn more about the advisors currently working at Heritage Haus Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.