Heights Wealth Management

At Heights Wealth Management, relationships are our first priority. We want to understand your unique circumstances, so we can craft a financial plan that will fit your needs while identifying any red flags well in advance. The plan we create together guides us through investment recommendations to achieve your life goals. As an independent advisors, we do not have sales goals or proprietary funds, so we have the advantage of providing unbiased investment advice based on your particular needs. We are located in Peoria Heights, IL and serve clients across the US. We are a full-service firm which means we can help any financial situation including retirement planning, college expenses, social security maximization, budgeting, insurance, pension, windfalls from inheritance, divorce, or business sale, company 401k plans, and much more!