Heller Wealth Management

We believe your wealth should work for you—aligned with your goals, aspirations, and the life you envision.

Financial planner in Melville, NY (show on map)

5.0

★★★★★

33 reviews

Heller Wealth Management creates lifelong financial resilience for higher-net-worth individuals, offering personalized financial planning and disciplined investment strategies.

Call (631) 248-3600

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About

Heller Wealth Management is dedicated to creating lifelong financial resilience for higher-net-worth individuals. With a concierge-style approach, they offer personalized financial planning, evidence-based investment management grounded in Nobel Prize-winning research, and support through significant life transitions like retirement, divorce, and loss of a loved one.

Their proprietary strategies ensure clients have the financial security to thrive—now and for the future.

Personalized concierge-style financial planning

Evidence-based investment management grounded in Nobel Prize-winning research

Proprietary strategies for financial resilience

Fiduciary commitment with fee-for-service model

Services

Investment Management

Evidence-based approach focusing on low-cost, diversified investments and strategic asset allocation with tax-efficient strategies to enhance wealth.

Low-cost investing Diversified holdings Tax-efficient strategies Asset allocation

Financial Planning

Personalized, concierge-style planning that builds lifelong financial resilience, focused on achieving what matters most to you—now and for retirement.

Cash Flow Optimization Retirement Planning Risk Management Tax Planning Estate Planning

Retirement Planning

Retirement today means embracing your next chapter—our planning builds a resilient foundation to support your dreams and passions.

Retirement income optimization Longevity risk management Tax-efficient retirement strategies

Life Transitions Support

We help you create a financial foundation that supports your unique goals and prepares you for life’s transitions.

Divorce financial planning Loss of a loved one financial guidance Retirement transition planning

Tax Strategies for Investments

Intelligent, strategic investing with a focus on tax-efficient strategies to enhance returns.

Tax-efficient investment selection Portfolio rebalancing for tax optimization Minimization of capital gains

Credentials & Certifications

CFP®

Since 1990s

CDFA®

Since 2000s

AIF®

Since 2010s

Reviews

Rating

★★★★★

Reviews

"They have been knowledgeable, thorough, and caring every step of the way."

Frequently Asked Questions

What is the difference between financial planning and investment management? +

Financial planning encompasses a holistic approach to achieving life goals, including cash flow optimization, retirement planning, risk management, tax planning, and estate planning. Investment management focuses specifically on the selection, allocation, and oversight of investment assets to achieve financial objectives with tax efficiency and risk management in mind.

How does Heller Wealth Management handle life transitions such as divorce or loss of a loved one? +

Heller Wealth Management provides specialized financial planning for life transitions, including divorce financial planning, loss of a loved one guidance, and retirement transition planning. Their approach involves a discovery phase to understand the specific situation, followed by analysis and implementation of tailored financial strategies, and ongoing evolution to adapt to changing circumstances.

What tax strategies does Heller Wealth Management employ for investments? +

Heller Wealth Management employs intelligent, strategic investing with a focus on tax-efficient strategies. This includes tax-efficient investment selection, portfolio rebalancing for tax optimization, and minimization of capital gains. Their investment philosophy is grounded in decades of Nobel Prize-winning research and emphasizes low-cost, diversified holdings.

How does the firm ensure financial resilience for clients? +

Heller Wealth Management ensures financial resilience by creating personalized financial plans and disciplined investment strategies that align with clients’ goals and aspirations. Their proprietary strategies focus on low-cost, diversified investments, strategic asset allocation, and tax-efficient strategies, allowing clients to live life on their terms, free from day-to-day market concerns.

What is the role of the team at Heller Wealth Management? +

The team at Heller Wealth Management includes Wealth Managers, Presidents, Certified Financial Planners, and operational staff who collaborate to deliver comprehensive financial planning, investment management, and support through life transitions. Each member brings specialized expertise, ensuring clients receive tailored advice and ongoing support.

How does Heller Wealth Management support retirement planning for clients over 50? +

Heller Wealth Management supports retirement planning for clients over 50 by focusing on building a resilient financial foundation that supports vibrant retirement lifestyles. Their approach includes personalized retirement planning, tax-efficient strategies, and ongoing monitoring to ensure the plan adapts to market conditions and life changes, allowing clients to pursue their passions confidently.