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Our mission
to aid clients in designing and realizing their ideal financial and personal lives. 

PROVIDING
Values-based Financial  & Life Planning

Conflict-free Investment Management

Comprehensive, Continuous Counsel & A
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WHY YOU SHOULD PLAN



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Welcome to our web site!  We hope that your visit will help acquaint you with how fee-only financial and life planning, management and coaching can provide you with fiscal and personal peace of mind.   If this is your first visit with us, please take a few moments to view our slide show about WHY YOU SHOULD PLAN.

 

ABOUT PUTTING MONEY IN PERSPECTIVE:    Each of us has different definitions and measurements for wealth, retirement and independence.  However most of us tend to equate the satisfactory attainment of  fiscal and work states as achieving  a level of freedom to do what we want.  

Unfortunately many of us hold the belief that we cannot begin living until we reach a certain wealth level.   At HWM, we believe strongly in attaining a life balance now ---- what we call life integration.   While money is certainly necessary and important,   other life elements are equally or more important.   In a phrase, it is important  to enjoy the getting there at least as much as the arrival.   

 

Non-California or non-Idaho residents, please  note that Heimforth Wealth Management is only specifically licensed to serve as an investment adviser in the states of Idaho and California. 

Important Consumer Information: 1) A broker-dealer, investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment adviser, BD agent or IA rep requirements, as the case may be; and 2) Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.   3) for information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.