Matt Heller

Background

About Matt Heller

As a Registered Financial Advisor, I offer private wealth management services that are unbiased and completely objective for high net-worth individuals and small businesses in the greater Los Angeles area. My goal is the same as my client’s; maximizing portfolio returns, managing market risk and maintaining tax efficiency at all times. SERVICES OFFERED: Fully independent financial, tax and estate analysis for individuals Retirement planning for small and mid size companies. Asset management Tax analysis Insurance Financial & estate planning strategies ABOUT WILNER-HELLER: Willner Heller chooses the strongest financial products and provides intelligent investment solutions for each client. As a Registered Investment Advisor, Willner-Heller has a fiduciary responsibility to always act in our client’s best interest We are fully independent and have no conflicts of interest. Our firm is able to offer private wealth management services that are unbiased and completely objective Many large financial firms create, package and sell proprietary products to the end user. These big companies exclusively market their own research and analysis to their customers who have no access to alternative opinions or ideas. As an institutional money manager, Willner-Heller is able to use a variety of research and data to help our clients achieve the best possible results Willner-Heller is a fee only wealth management firm. We do not receive commissions on trades. We choose the strongest financial products and provide intelligent investment solutions for each client. We draw from a variety of research sources and consider a broad spectrum of data before making investment decisions. The process we use to manage money includes considering diversification, asset allocation and a fundamental approach to identify opportunities in various asset classes We work with estate planning attorneys, accountants, insurance professionals and litigators as strategic partners ABOUT ME: I am passionate about helping high net worth individuals create unique, tax-efficient portfolios through active management, tactical asset allocation and diversification techniques designed to meet my client's needs while minimizing systemic market risk. Proud to be an award winning wealth manager, I am a family man - husband & father, a role I love. Schedule a consultation with me if I can help you or your clients with their financial needs on a fee-only basis. CONTACT INFO: matt@whria.com (818) 501-7590 x 150 ⌨