Business Details
Trusted Financial Planning & Investment Management in Melville, NY
At Heller Wealth Management, we are committed to empowering clients to pursue their financial goals through personalized strategies. Our approach combines decades of experience with proprietary systems to create lifelong financial resilience. As a fiduciary, we prioritize client interests, offering fee-for-service financial planning and investment management. Our team focuses on tax-efficient, diversified investing and tailored strategies aligned with individual aspirations. We emphasize open communication, confidentiality, and comprehensive reviews of income, investments, and estate planning.With expertise in navigating life transitions like retirement and divorce, we help clients maintain focus on family, health, and passions. Our team's decades of combined experience ensures guidance rooted in both market knowledge and personal understanding. We collaborate seamlessly with clients' other advisors to maintain alignment and clarity. Recognized for our relationship-driven approach, we focus on building enduring trust through consistent results and transparent dialogue. Client testimonials highlight our ability to reduce market anxiety while supporting confident life decisions.
Services
Financial Planning
Investment Management
Retirement Planning
Life Transitions Planning
401(k) Plans
Highlights and features
- We offer over four decades of combined experience in financial advising.
- Our fiduciary responsibility ensures every decision prioritizes your best interests.
- We implement proprietary strategies for tax-efficient, diversified investing.
- Our team provides concierge-style planning tailored to individual life transitions.
- We maintain transparent, commission-free fee structures with no hidden incentives.
What people say
Trusted ally
Financial resilience
Client-centered approach
Consistent communication
Commission-free structure
Services
Investment Management
Our evidence-based investment strategies focus on tax-efficient, diversified portfolios to build long-term resilience. Using Nobel Prize-winning research, we optimize asset allocation aligned with your risk tolerance and goals. Clients benefit from disciplined, low-cost approaches that prioritize wealth preservation and growth.
Financial Planning
Custom financial plans address your unique aspirations through comprehensive analysis of income, investments, and estate planning. We emphasize resilience-building frameworks to support both short-term needs and retirement readiness. Ongoing adjustments ensure alignment with evolving life circumstances and market conditions.
Retirement Planning
We create tailored strategies to support fulfilling retirement experiences while maintaining financial security. Our approach considers healthcare costs, estate planning, and lifestyle goals, ensuring clients can pursue passions without market-related anxiety. Regular reviews adapt to changing retirement timelines and economic factors.
Life Transitions
Specialized guidance helps clients navigate major life changes like divorce or loss of a loved one. We develop resilient financial foundations to manage these transitions with reduced stress, providing structured approaches to asset division, inheritance management, and long-term security planning.
401(k) Plans
Company-sponsored retirement solutions focus on diversified investment options and participant education. We implement strategies designed to enhance employee retirement readiness while maintaining employer compliance with fiduciary standards and regulatory requirements through comprehensive plan design and ongoing management.
People
Larry Heller
President
As founder and President, Larry Heller leads with over 30 years of experience in fiduciary financial planning. He specializes in crafting resilient strategies for high-net-worth clients, combining market expertise with personalized guidance to achieve long-term financial security and life goals.
Greg Moss
Wealth Manager
Greg Moss brings two decades of financial advising experience to client relationships. His approach emphasizes comprehensive analysis of investment portfolios and retirement strategies, ensuring clients maintain financial resilience through market cycles while focusing on personal aspirations and family priorities.
Belinda Tsui
Wealth Manager
Belinda Tsui specializes in integrating tax-efficient investment strategies with life transition planning. With over 15 years in wealth management, she helps clients navigate complex financial decisions, emphasizing transparent communication and long-term financial security aligned with individual values.
Ian Heller
Wealth Manager
Ian Heller focuses on next-generation financial planning and intergenerational wealth transfer. His expertise in retirement income strategies builds upon family financial legacies while ensuring clients maintain flexibility for evolving personal and market conditions over decades.
Danielle Urrea
Operations Manager
Danielle Urrea oversees operational excellence in client service delivery. With decade-long tenure, she ensures seamless implementation of financial plans through meticulous process management, maintaining our commitment to transparent communication and timely execution of client-focused solutions.
Questions
How does Heller Wealth Management build financial resilience?
We combine tax-efficient investing, diversified portfolios, and personalized planning to create resilient financial foundations that align with individual goals and adapt to life's changes.
What services do you offer for retirement planning?
Our retirement planning includes income strategy development, healthcare cost projections, and estate planning integration to support fulfilling post-career lifestyles without market anxiety.
Are you a fiduciary financial advisor?
Yes, we operate as a fiduciary with fee-for-service compensation, ensuring all recommendations prioritize client interests without commission-based incentives.
How do you handle life transitions planning?
We develop customized strategies addressing divorce settlements, inheritance management, and other major life events while maintaining long-term financial stability.
Can you help with company 401(k) plans?
Yes, we design and manage retirement plans that align with employee needs and employer fiduciary responsibilities, focusing on diversified investment options and participant education.
How can I schedule a consultation?
Contact our Melville office at 631-248-3600 or use our website's schedule call feature to connect with our team for personalized financial guidance.
