We are living in a time of transition. Over the next 20 years trillions of dollars will be passed from one generation to the next.
As experts in transition, Heywood Wealth Strategies works with our multi-generational family clients to ensure your legacy and values remain intact. From designing diverse, long-term portfolios focusing on blue chip, dividend-paying stocks, bonds, and securities, to sourcing the right life insurance solutions for your needs, we advise all aspects of family wealth growth, preservation, philanthropy, and transfer. We bridge the gap between generations in the family, acting as a stable, unbiased voice to guide you through the transition.
What do you want your legacy to look like?