Dedicating our expertise to your success.

Dedicating our expertise to your success.

Putting your financial needs first.

Putting your financial needs first.

Customized service for your individual goals.

Customized service for your individual goals.

Services designed with you in mind

Services designed with you in mind.

Wealth Management

Finally, wealth management can be stress-free.

Why Choose Heath Capital Management

Your Needs

Everyone has different goals, requirements and definitions of success. When it comes to your money, your needs are all that matter.

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Experienced

We work with portfolios of all sizes and complexities and people of all backgrounds. Whatever your current and future situation, we can help you build a wealth strategy.

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Independent

Our advice is objective, our recommendations are unbiased and our company is independent of insurance companies, brokerage firms and banks.

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Fee Only

We are a fee-only advisor and fiduciary. The fee you pay is all we receive—we don’t accept commissions, rebates or referral fees.

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IF I DONATE USED PROPERTY TO CHARITY, WHAT DOCUMENTATION IS NEEDED?

The documentation needed to obtain a federal income tax deduction for donating used property to a charity typically depends on the value of the property. In general, do not attach the…

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