Our mission is to provide you with the best financial planning and wealth management guidance we can in Tampa and surrounding areas, every day. We help you to organize, integrate and simplify your financial life so that you can put your money to work, the smart way. No two retirements, portfolios, or investment strategies are the same.
Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what's most important to you, while considering your entire financial picture. And as your needs and goals change, we'll work with you to adapt your plan so it seamlessly transitions along with you.
Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what's most important to you, while considering your entire financial picture. And as your needs and goals change, we'll work with you to adapt your plan so it seamlessly transitions along with you.
Services
About Us
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You are the reason Heath Wealth Management exists today. It's your specific needs, your unique requests of financial professionals you work with, your life goals that drive us to do the work that we do. After decades of working with our valued clients, the team of advisors here has grown to love coming to work every day.
Our Team
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With over 20 years as a financial professional, Elijah is dedicated to helping individuals and families pursue their financial goals. He uses his established processes in an effort to address quality investments with the appropriate financial goal, taking into consideration his clients' comfort zone, risk and volatility into account.
Our Philosophy
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We don't let technology override the importance of true service. We know that financial planning is more than just numbers. Eye contact, active listening, human connection, empathy; there's no substitute for deep human connection. It's as important to us as it is to you. Life doesn't happen in a vacuum, therefore, a financial plan certainly can't be made in one.
Why Us
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It's our job to navigate the increasingly complex financial world and to break down the moving parts into a cohesive and easy-to-understand action plan. It's your job to ask questions, take ownership of your plan and work towards your goals. When selecting your wealth management team, there are a lot of things to consider.
Our Services
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Sound financial planning inherently assumes that everyone's individual financial and life circumstances are unique. We believe financial planning is more of a process than a destination. We begin our process by learning about you, your goals, and your family's financial history. Our retirement planning services extend to both the accumulation and distribution stages of retirement.
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