Matthew Heck
The Investment Specialist at WestPoint Wealth Management, LLC
- Role
- Investment Specialist at Westpoint Wealth Management
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Matthew Heck
As an Investment Advisor, it’s my job to help YOU create a better financial life. I will…
Experience
Investment Specialist
Jan 2019 — Present · Berea, OH, US
As a Financial Advisor with WestPoint Wealth Management, I consult with individuals, business owners, and families at all different stages in life. I help them realize that their financial goals can be attainable- with a little planning, a bit of discipline, and a trusted advisor to help them along the way. WPWM is a full service financial planning firm that serves our clients by educating and helping them plan appropriately for the financial obstacles that may come their way throughout life. We pride ourselves on helping our clients dig beyond the surface and help them with \'planning beyond the obvious\' by connecting them with the right resources and financial vehicles to make their goals and dreams possible.Advisory Services offered through WestPoint Wealth Management, LLC and Gross Investments, LLC, Registered Investment Advisors
Skills
- 401k Rollovers
- Asset Allocation
- Strategy
- Investments
- Small Business Retirement Plans
- Executive Compensation Planning
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