Becoming a client
Heywood Wealth Strategies advises a select number of multi-generational families and small business owners with over $1 million in investable assets. Our deliberate approach ensures our ability to provide excellent service as we guide you through life’s transitions.
Starting with an discovery meeting, we walk through your goals, preferences, and priorities, and outline the specifics of our fees and approach. Next, we perform a retirement analysis and an x-ray of your current portfolio to show exactly what you hold and the fees you are currently paying.
Transparency is the cornerstone of our fee-based practice and we want you know exactly where you stand.
For efficiency, we keep a copy of your will on-hand and liaise directly with any accountants or lawyers you work with. We also have access to Richardson Wealth’s in-house Tax & Estate Planning professionals to deliver customized wealth management solutions that address your tax, estate, insurance, philanthropic and succession needs.