about HELLER PRIVATE WEALTH
Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida. Our goal is to combine institutional quality investments, with white glove service, in order to create the ultimate boutique experience for our clients. Our firm was founded on the principles of exceptional client service, objective investment advice, comprehensive financial planning, and most importantly - honesty and transparency.
Each client has a unique set of circumstances, which is why we listen first before we do anything else. Once we fully understand how you think and what you value most, we provide tailored advice as well as comprehensive solutions intended to help you achieve your financial goals. As fiduciaries, we're always focused on your best interest. We have no proprietary investments and work in an open architecture, free from corporate influence.
At Heller Private Wealth, our aim is to take the complexity out of wealth management and to simplify our clients' decision-making process. Whether it's retirement planning, tax strategies, or investment management (to name a few), we will develop a clear path to give you the confidence that all of your concerns are effectively and efficiently managed.
benefits of INDEPENDENCE
meet THE TEAM
Justin R. Heller is the Founder and President of Heller Private Wealth. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, Justin is passionate about providing financial advice that makes a difference in his clients’ lives. Justin has had the privilege of working with an exclusive group of clients, comprised of high-net-worth individuals and families, business owners, corporate executives as well as professional athletes and coaches. Justin also works with businesses and nonprofit foundations.
Prior to founding Heller Private Wealth, Justin was a Vice President at Merrill Lynch Wealth Management. During his time at Merrill, Justin earned Executive's Club honors and served as a coach for the Greater Fort Lauderdale Market’s Financial Advisor Development Program.
Justin attended the University of Miami where he earned his B.B.A. in Finance, while also playing on the Men’s Basketball Team from 2010-2014. He was a part of the nationally recognized 2013 Men’s Basketball Team, which won the ACC Regular Season and Tournament Championships, made it to the NCAA Sweet Sixteen, and climbed the ranks to #2 in the country. As a reward for his hard work and dedication, Justin was awarded a full athletic scholarship during his senior season. In 2015, Justin returned to the University of Miami, where he earned his Master’s in Business Administration, M.B.A.
Justin R. Heller, CFP®, ChFC®
Founder & President
Eric joined Heller Private Wealth after previously working with Justin as a member of The Heller Group at Merrill Lynch Wealth Management. He enjoys building long-lasting relationships with clients and providing personalized service. Eric first entered the financial services industry at Morgan Stanley, where he focused on Employee Stock Purchase Plans and IPO Investment Accounts. He supported clients by trading stocks and options on their behalf, as well as assisting them with other strategies.
Eric graduated from the University of Miami with his B.B.A. in Finance. While pursuing his undergraduate studies, he also worked as a recruiting and analytics assistant for the University of Miami Men’s Basketball Team. Eric was also a member of Beta Theta Pi.
Eric is originally from Westwood, Massachusetts and is an avid Boston sports fan. He currently lives in Fort Lauderdale, FL and enjoys golfing and cooking.
"Begin with the end in mind."
- Stephen R. Covey
Financial & Estate Planning
Design, implement, and monitor a customized plan that helps meet your financial goals
Investment strategies intended to achieve goals without unnecessary risk
Tax minimization throughout accumulation and efficient distribution methods during retirement
Personalized portfolio utilizing an open-architecture and alternatives
Retirement needs analysis and projections for your future income and lifestyle
Develop and implement a plan for your
causes and passions