About the Heald Wealth Management Group

The history of the Heald Financial Consulting Group is that it started in 1970 when Ed Heald entered the investment and wealth planning field, with a belief and commitment that there was more to investing than buying a stock or a bond. By assisting people in addressing the important issues in life-tax considerate strategies, educating children, achieving financial confidence, helping to build a financially secure retirement and leaving a legacy to family members and charitable interests, he was able to provide a necessary service to help others achieve what is important to them.

Through the years, Ed has found that this approach develops long-term relationships with clients and life-long friendships as well. In 2007, sons Andrew and Tim joined Ed after having gained years of valuable experience in the financial services industry elsewhere. With Ed’s retirement in 2017, his sons continued the belief in the value of a team approach, and work with a client’s attorneys and tax advisors to help ensure clients obtain complete and coordinated advice from the team, thereby potentially benefiting the client even more.

The Heald Wealth Management Group stands ready to assist in the manner you feel is most appropriate. Please do not hesitate to let us know how you feel this may be.