Broker Check
410.841.5575
infowm@heimlantz.com
CPAs and Advisors

Making Lives Better

Integrated Financial & Tax Planning to Grow, Protect & Transition Wealth

Start Your Financial Strategy Today

Our Purpose

At HeimLantz Wealth Management, our purpose of Making Lives Better drives us to help you manage your assets through a fully integrated, comprehensive financial plan.

Learn More

Our Approach

At HeimLantz, we take a holistic approach to financial planning by integrating your financial and tax strategies to optimize your complete financial picture.

Learn More

Our Values

We build lasting relationships through a cohesive approach that aligns every aspect of your financial life into a clear, comprehensive plan—providing guidance, confidence, and peace of mind.

Learn More

What We Do
We Help Plan, Save & Transition with Confidence

Whether you are navigating complex financial decisions or planning for the future, we can help. From business succession, retirement, and insurance planning to comprehensive financial and tax-efficient investment strategies, our expert team offers holistic support every step of the way.

For Individuals For Businesses

How We Help
Crafting Your Future

We help clients navigate every stage of their financial journey with tailored strategies designed to support both personal and business goals.

Business Planning


We offer expert, comprehensive support for business owners navigating complex financial needs like succession planning, buy-sell agreements, retirement strategies, and key employee retention.

Learn More

Comprehensive Financial Planning


We provide personalized, goal-oriented financial planning at any life stage, offering services such as financial analysis, retirement strategies, cash flow projections, and IRA planning to help grow and protect your assets while ensuring sustained income in retirement.

Learn More

Insurance Planning


We offer personalized risk management strategies—such as long-term care, disability, and life insurance planning—to protect your family and lifestyle from unexpected events and ensure long-term financial security.

Learn More

STEPS Program


Our STEPS Program offers a holistic, strategic approach that combines business consulting, financial planning, and succession strategies to help business owners align personal and organizational goals, maximize value, and ensure long-term success.

Learn More

Tax-centric Investment Planning


We provide tax-efficient, personalized investment planning and ongoing portfolio management to help grow and protect your wealth through strategic asset allocation, diversification, and regular reviews aligned with your financial goals.

Learn More

Legacy & Estate Planning


At HeimLantz, we help you design a thoughtful estate plan that reflects your values, honors your commitments, and creates a lasting impact for generations to come.

Learn more

Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make.
Check out this helpful guide to learn exactly why this may be your next best move.

About Us
Who you work with
makes a difference.

At HeimLantz, our greatest asset isn’t measured in dollars- it’s our people. Our experienced, credentialed team delivers exceptional service and peace of mind through thoughtful, personalized wealth management. By collaborating with internal and external experts, we provide advisory services grounded in clear communication, attention to detail, and a commitment to continuous learning and innovation.

Our Process
A partner on your life journey.


Step 1: Introduction

First, we take the time to get to know you and thoroughly understand your financial situation and the long-term goals you have for yourself and your family.


Step 2: Plan

Next, we create a comprehensive, personalized plan tailored to your unique circumstances and objectives.


Step 3: Execute

Finally, we conduct regular reviews to keep your plan aligned with your goals and ensure you stay on track for the best possible outcome.

Resources
Knowledge as a Tool

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Our Latest Insights

Our Latest Insights

Learn more
Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

Learn More
Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

Learn More

Let's talk about your goals.

Connect with us today to learn how we can support your success.

Thank you!
Oops!