HEATH CAPITAL MANAGEMENT

HCM, and thus you, our client, have access to institutional brokerage services (trading, custody, reporting and more) that often aren't available to Schwab retail customers... We are a fee-only advisor, which means we don't take commissions on investment products. We recommend products and strategies based on your best interest. When you do well, we do well... We are wealth managers and financial planners who understand the trepidation many feel about investing: people know they need to do it, but don't have the understanding or the time to do it themselves. We work to ease that burden through trust, genuine care for our clients and dedication to building wealth.

Also known as: Heath Capital Management, Inc.

Primary location: Bloomfield Hills United States