Healy Wealth Management looks at your financial picture as the place where you reside. In that sense, it is your home. And in the construction of your home, you need a general contractor. We have many years of experience working with individuals and families to help them build and maintain their wealth. It begins with a blueprint.
Working for you, we oversee and coordinate the various specific tasks involved in your wealth management through LPL Financial, a registered broker/dealer, while providing full transparency and reporting. These tasks include investment management, tax planning, insurance, and estate planning.
Managing wealth involves more than just employing a sound investment strategy. Tax minimization both within and outside of your investment portfolio is crucial to preserving and growing your net worth. Non-investment related threats to your nest egg must also be properly covered through insurance. Another priority is the proper documentation and titling of the assets within your estate so that your family’s financial future is protected.