A complete list of active advisors currently associated with L. Jane Heist Wealth Management, Inc.

Warmer can help you find a great advisor at L. Jane Heist Wealth Management, Inc. or one who fits your needs even better.

The firm provides discretionary, fee-only investment management to individuals, their trusts, and retirement accounts, including 401(k) plans and IRAs. Portfolios are constructed from individual stocks and bonds as well as mutual funds, ETFs and money market instruments, and the firm does not participate in wrap-fee programs. Investment programs are tailored to each client’s objectives and constraints using a confidential client questionnaire and periodic reviews; accounts are monitored on an ongoing basis with at least quarterly review. The firm emphasizes diversified equity and fixed-income allocations (including international and emerging market exposure via funds), position-sizing (initial stock positions around 3–4% of an asset class) and trimming positions that have appreciated substantially to manage risk. Distinctive for a firm of this type, the firm’s principal also operates an affiliated CPA practice and dedicates a substantial portion of time to tax planning and compliance for individuals, entities and retirement plans, with accounting services billed separately and no duplication of fees. The adviser’s combination of investment management with retirement-plan taxation and consulting (serving 401(k) plans) is less common among peers and is explicitly disclosed as part of the firm’s service mix.

To learn more about the advisors currently working at L. Jane Heist Wealth Management, Inc., 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.