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Why Choose Heath Capital Management

Your Needs

Everyone has different goals, requirements and definitions of success. When it comes to your money, your needs are all that matter.

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We work with portfolios of all sizes and complexities and people of all backgrounds. Whatever your current and future situation, we can help you build a wealth strategy.

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Our advice is objective, our recommendations are unbiased and our company is independent of insurance companies, brokerage firms and banks.

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Fee Only

We are a fee-only advisor and fiduciary. The fee you pay is all we receive—we don’t accept commissions, rebates or referral fees.

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529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for…

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