The Heim Group
At The Heim Group, we believe that most investors don’t expect enough from their financial advisors. Certainly, investment prowess is important. But ambitious women and men with complex needs deserve much more.
Having earned our stripes in the worlds of accounting and institutional investing, we bring specialized knowledge and enlightened perspectives to each client relationship. Equally important, we are passionate about doing everything possible to drive positive financial outcomes. In fact, we have long subscribed to the notion that “going the extra mile for clients is never going out of our way.”
We have successfully managed the financial uncertainty of a pandemic and have emerged as trusted "financial and life advisors" to an accomplished, well-educated clientele in New Jersey and more than 15 other states. Holding clients in high esteem — and holding their hands when questions arise — we deliver the type of financial acumen and attention they may not have experienced in a previous advisory relationship.
Who do we serve? Successful women and men including senior-level technology and pharmaceutical executives (many with restricted stock and option benefits), business owners, active and retired physicians and attorneys, as well as family offices, foundations, widows, widowers and generations of families.
By treating clients like family, we find it fulfilling to bring comfort and confidence to clients. Through comprehensive planning that continues over time, we stay in touch and on top of each client’s circumstances. Doing so allows us to help clients “see around corners” at likely and unlikely circumstances for which our strategies help them prepare.
If you are seeking a sophisticated, high-caliber level of financial advice, we look forward to showing you that managing the opportunities and challenges of wealth can be a rewarding experience.
At The Heim Group, we see clients not only as successful individuals, but as busy parents hoping to provide for their children, as new retirees about to embark on a new lifestyle, as senior executives looking to optimize concentrated positions, as widows re-defining their goals, as grandparents concerned about passing along wealth and wisdom, and as the Second Generation just starting their financial journey. Our mission is guided by the acronym "IHAD" which stands for Integrity, Humor, Advocacy and Dependability. These four words remind us that delivering superior wealth management demands our ability to treat each client as a person, not as a portfolio. Each day, we do big and little things for clients--some expected and some not. By recognizing the people and passions in a client's life we can help with financial decisions that require multiple considerations. For corporate executives and business owners — often with personal assets linked too closely to the fortunes of their firms — our team is well equipped to help strike a balance in building and preserving their wealth. We have extensive knowledge of concentrated stock positions and the emotions that may come with it. For individuals and families we proactively "recognize and recommend" when opportunities present themselves. In addition to actively managing a client's portfolio, we look at their investments held elsewhere — to help avoid overlap. We also may suggest refinancing existing debt, reviewing insurance protection and estate-related documents, or introducing alternative investments where appropriate. When clients feel a loss of control at times of personal hardship, we bring them open hearts and minds. In fact, we often share our own experiences to "accompany clients" in moving forward. Some clients need to better understand the tax ramifications of an inheritance, selling a concentrated position, or purchasing a second home. We recognize the impact we can and do make on the lives of clients. If a client is struggling with a challenge that we can solve, we will take the necessary steps to help. In addition to our team's nuanced insights, we allow clients to benefit from others we've assisted in similar positions. We feel fortunate to have long memories and longer relationships. Speaking for our entire staff, we are as proud of the referrals we receive as the results we deliver.
Put on your cowboy boots and join us for Texas BBQ and Lone Star!
Our bluegrass trio will entertain and teach line dancing.
Dress is casual with western wear optional.....
*Hope y'all will...
CDFA®
SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
