Empowering you to reach your financial goals

Our mission

We believe in goal-oriented investment strategies that help our clients achieve financial independence. We believe long-term relationships are built only on the trust we earn through integrity, hard work and service. We strive to add value by helping each client establish realistic and achievable financial goals. We then design and implement a detailed investment plan customized to meet our clients’ needs both now and in the future.

Success requires hard work and discipline

We accomplish this by asking about—and listening to—your true objectives, your passion and values.

Proud to work with nationally recognized teammates

At Heide Wealth Management Group, we are very proud that Financial Advisor David Heide and our team have received the following prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Heide Wealth Management Group!

David Heide
  • Forbes Best-In-State Wealth Advisor - 2020, 2021, 2022, 2023
  • AdvisorHub Advisors to Watch - 2022, 2023
Heide Wealth Management Group
  • Forbes Best-In-State Wealth Management Team - 2023, 2024

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Taking the next step

If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact us.

More Than Money

We were pleased to be featured in Fortune, Entrepreneuer & Bloomberg Businessweek in June. View the article to learn more. 

Looking for timely market updates? 

View our Insights page for timely blog articles about markets, retirement and other relevant topics.  


Meet the Heide Team

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