About James Heavey Wealth Advisors, LLC
James Heavey Wealth Advisors, LLC (JHWA) is a financial advisory firm that specializes in helping clients achieve their financial goals. Led by a team of experienced and knowledgeable advisors, JHWA provides personalized financial planning and investment management services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
By utilizing their expertise and in-depth understanding of the financial market, JHWA’s advisors help clients navigate through the complexities of financial planning and make informed decisions. They offer customized strategies and solutions that are tailored to the unique needs and goals of each individual client.
Facts and Insights
JHWA has been in business for over 10 years and has helped numerous clients achieve their financial objectives. They are committed to providing exceptional service and strive to continuously improve and adapt to changing market conditions. The firm also maintains a strong focus on ethical and transparent practices, ensuring that clients’ best interests always come first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
JHWA offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
JHWA serves a diverse client base, including:
- High-net-worth individuals
- Corporate executives
- Retirees
- Business owners
- Young professionals
Fees & Compensation
JHWA follows a fee-based compensation structure, which means their fees are based on a percentage of the assets under management. This ensures that their interests are aligned with their clients and there are no hidden fees or commissions. The firm also offers a free initial consultation to potential clients.
Background
JHWA’s team of advisors has a collective experience of over 50 years in the financial industry. They hold various professional designations and are dedicated to staying updated on the latest market trends and financial strategies. The firm also has a strong network of professionals, including tax experts and estate planning attorneys, to provide holistic and comprehensive financial advice.
Financial Advisor Disclosures to Know
JHWA is a registered investment adviser with the Securities and Exchange Commission (SEC). This ensures that they are held to a fiduciary standard, meaning they are legally obligated to always act in the best interest of their clients. They also have a clean disciplinary record, with no past legal or regulatory issues.