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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From the Blog
Estate Planning: Consider the Tax Basis of Gifted or Inherited Property

Tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the tax basis of the person receiving the property depends on whether the…

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