Individuals and Families

Your financial future is about more than a one-size-fits-all solution.

At Heyer Wealth Management, we believe in a tailored approach to money that supports you and your family.

Like a winning team, your financial well-being benefits from diverse expertise. Our compassionate professionals offer valuable insights, proactive guidance, and customized solutions to navigate your ever-changing financial landscape. 

 We help to filter the economic and market noise so that you can focus on what is really important to you, like pursuing your next milestone.

We offer a wide range of services including:

• Financial Planning
• Income Protection Strategies
• Tax Reduction Strategies
• Retirement Planning
• Tailored Investment Strategies
• Wealth Transfer
• Business Succession Planning
• Executive Compensation Strategies

Call us now at 786-693-9358 or request your consultation online to get started.