Experience

The Heare Wealth Management Group exists for one reason: to help investors simplify their financial lives through the implementation of a time-tested service model that allows us to place our clients at the center of everything we do. We are committed to providing excellent service, and those who do business with us have come to expect nothing less. When you call, we answer the phone; when you email us, we respond to your concerns quickly, and when you meet with us, we strive to answer all of your questions, even the ones you don't think to ask.

UBS provides resources and support that enable us to deliver the high-quality wealth management, advisory, and financial planning services that our clients have come to expect from us. As a father-son team, we hope that our clients value the personalized, hands-on service that a family business like The Heare Wealth Management Group is able to deliver. To that end, we encourage our clients to involve their children and grandchildren in the financial planning process as early as they feel comfortable doing so. It's important to us that we provide  the next generation, our client's loved ones, the opportunity to benefit from the same high-quality service that their parents and grandparents received from us.