A native of New York, Matt Heller of Willner Heller Private Wealth Management has a totally wicked gift from growing up in the '80s.
Registered Investment Advisor Matt Heller and his partner Ken Willner founded their firm private wealth management firm in 2003. They create unique tax-efficient investment portfolios for their clients.
Having worked at larger firms as a young investment advisor in the mid-1990s, Matt realized that being able to craft custom investment plans for his clients was the direction he needed to go. He learned about fee-based wealth management versus commissioned-based product transactions. This is what would put him on the same side of the table as his clients. Serving his clients with an agnostic approach became his professional passion.
A personal passion of Matt's is '80s music. He is no-doubt the greatest '80s music historian and fan we've come across. How much of a fan? Listen here to find out!
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Listen to Matt's story here.
