Heide Wealth Management Group

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.

Dave Heide named a 2019 Forbes/SHOOK Best-In-State Wealth Advisor

At Heide Wealth Management Group, we are very proud that Financial Advisor David Heide was named a 2019 Forbes/SHOOK Best-In-State Wealth Advisor in 2019. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Dave!

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.

Professional athletes need a retirement game plan

We are very pleased that team members Joseph Palumbo and Adam Fein were recently featured in the article Professional athletes need a retirement game plan. At the Heide Wealth Management Group, we understand the complex needs of professional athletes and help these clients build a plan to sustain their lifestyles now and in their post-career lives. We invite you to read the article and check out our Sports & Entertainment Professionals page for more information.

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, objective 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.