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Heinz Investments
Heinz Investments specializes in retirement solutions for high-net-worth individuals, including IRA and Roth beneficiary planning, advanced estate planning,...
Overview
Heinz Investments specializes in retirement solutions for high-net-worth individuals, including IRA and Roth beneficiary planning, advanced estate planning, dynastic planning, 401(k) administration, cash flow planning, and investment advice. It is a Registered Investment Advisor registered pursuant to the laws of the State of Georgia and offers fee-based investment advisory services. Clients have net worth from $3,000,000 to $350,000,000. The firm focuses on coordinating finances, family, and goals, with an emphasis on financial security and legacy planning.
General information
Firm type
RIA
Year founded
1996
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Pittsburgh, PA, United States
Principals
Henry John Heinz II
Founder
Sector focus
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