Trusted Wealth Enhancement: Heather McCants Wealth Enhancement Group

Dalbo 18 Mar 2024

Heather McCants Wealth Enhancement Group is a financial advisory firm that provides comprehensive wealth management services to individuals and families. The firm was founded in 2003 by Heather McCants, a Certified Financial Planner professional with over 20 years of experience in the financial services industry. Heather McCants Wealth Enhancement Group is headquartered in Atlanta, Georgia, and has additional offices in Charlotte, North Carolina, and Birmingham, Alabama.

The firm's services include:

Financial planning
Investment management
Retirement planning
Estate planning
Tax planning

Heather McCants Wealth Enhancement Group is committed to providing its clients with the highest level of personalized service. The firm's team of experienced professionals takes the time to understand each client's unique financial situation and goals. They then develop customized financial plans that are designed to help clients achieve their financial objectives.

Heather McCants Wealth Enhancement Group has been recognized for its commitment to excellence. The firm has been named a "Top Wealth Management Firm" by Barron's magazine for the past three years. Heather McCants has also been recognized as one of the "Top Women in Wealth Management" by Forbes magazine.

Heather McCants Wealth Enhancement Group

Heather McCants Wealth Enhancement Group is a financial advisory firm that provides comprehensive wealth management services to individuals and families. The firm was founded in 2003 by Heather McCants, a Certified Financial Planner professional with over 20 years of experience in the financial services industry. Heather McCants Wealth Enhancement Group is headquartered in Atlanta, Georgia, and has additional offices in Charlotte, North Carolina, and Birmingham, Alabama.

Services: Financial planning, investment management, retirement planning, estate planning, tax planning
Values: Commitment to excellence, personalized service, customized financial plans
Mission: To help clients achieve their financial goals
Recognition: Barron's "Top Wealth Management Firm," Forbes "Top Women in Wealth Management"
Founder: Heather McCants, Certified Financial Planner professional
Locations: Atlanta, Georgia; Charlotte, North Carolina; Birmingham, Alabama
Years in business: 20+

Name	Title	Company
Heather McCants	Founder and CEO	Heather McCants Wealth Enhancement Group

Services

Heather McCants Wealth Enhancement Group provides a comprehensive suite of financial planning services designed to meet the unique needs of individuals and families. These services include:

Financial planning: Heather McCants Wealth Enhancement Group's financial planning services help clients develop a roadmap for achieving their financial goals. This includes creating a budget, setting financial priorities, and developing strategies for saving, investing, and managing debt.
Investment management: Heather McCants Wealth Enhancement Group's investment management services help clients grow their wealth and reach their financial goals. The firm's experienced investment professionals develop customized investment portfolios that are designed to meet each client's unique risk tolerance and investment objectives.
Retirement planning: Heather McCants Wealth Enhancement Group's retirement planning services help clients prepare for a secure and comfortable retirement. The firm's retirement planning professionals help clients develop strategies for saving for retirement, managing their retirement income, and minimizing their taxes in retirement.
Estate planning: Heather McCants Wealth Enhancement Group's estate planning services help clients protect their assets and ensure that their wishes are carried out after they die. The firm's estate planning attorneys help clients create wills, trusts, and other estate planning documents that are designed to meet their specific needs.
Tax planning: Heather McCants Wealth Enhancement Group's tax planning services help clients minimize their tax liability and maximize their after-tax income. The firm's tax planning professionals help clients develop tax-efficient investment strategies and estate plans that are designed to reduce their tax burden.

Heather McCants Wealth Enhancement Group's comprehensive financial planning services are designed to help clients achieve their financial goals and live a more secure and comfortable life. The firm's team of experienced professionals takes the time to understand each client's unique financial situation and goals. They then develop customized financial plans that are designed to help clients achieve their financial objectives.

Values

Heather McCants Wealth Enhancement Group is committed to providing its clients with the highest level of service. The firm's core values of commitment to excellence, personalized service, and customized financial plans are evident in everything they do.

Commitment to excellence: Heather McCants Wealth Enhancement Group is committed to providing its clients with the highest quality financial advice and service. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals.
Personalized service: Heather McCants Wealth Enhancement Group takes the time to understand each client's unique financial situation and goals. The firm's financial advisors develop customized financial plans that are designed to meet each client's specific needs.
Customized financial plans: Heather McCants Wealth Enhancement Group's financial plans are tailored to meet each client's individual circumstances and goals. The firm's financial advisors work with clients to develop a plan that is designed to help them achieve their financial objectives.

Heather McCants Wealth Enhancement Group's commitment to excellence, personalized service, and customized financial plans has helped the firm become one of the leading wealth management firms in the country. The firm has been recognized for its commitment to excellence by a number of organizations, including Barron's magazine and Forbes magazine.

Mission

Heather McCants Wealth Enhancement Group's mission is to help clients achieve their financial goals. This mission is at the core of everything the firm does. The firm's team of experienced professionals is dedicated to helping clients develop and implement financial plans that are designed to help them reach their financial objectives.

Financial planning: Heather McCants Wealth Enhancement Group's financial planning services help clients develop a roadmap for achieving their financial goals. This includes creating a budget, setting financial priorities, and developing strategies for saving, investing, and managing debt.
Investment management: Heather McCants Wealth Enhancement Group's investment management services help clients grow their wealth and reach their financial goals. The firm's experienced investment professionals develop customized investment portfolios that are designed to meet each client's unique risk tolerance and investment objectives.
Retirement planning: Heather McCants Wealth Enhancement Group's retirement planning services help clients prepare for a secure and comfortable retirement. The firm's retirement planning professionals help clients develop strategies for saving for retirement, managing their retirement income, and minimizing their taxes in retirement.
Estate planning: Heather McCants Wealth Enhancement Group's estate planning services help clients protect their assets and ensure that their wishes are carried out after they die. The firm's estate planning attorneys help clients create wills, trusts, and other estate planning documents that are designed to meet their specific needs.

Heather McCants Wealth Enhancement Group's commitment to helping clients achieve their financial goals is evident in everything the firm does. The firm's team of experienced professionals takes the time to understand each client's unique financial situation and goals. They then develop customized financial plans that are designed to help clients achieve their financial objectives.

Recognition

Heather McCants Wealth Enhancement Group has been recognized for its commitment to excellence by a number of organizations, including Barron's magazine and Forbes magazine. Barron's magazine has named Heather McCants Wealth Enhancement Group a "Top Wealth Management Firm" for the past three years. Forbes magazine has also recognized Heather McCants as one of the "Top Women in Wealth Management."

These recognitions are a testament to the firm's commitment to providing its clients with the highest level of service. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals. Heather McCants Wealth Enhancement Group's commitment to excellence is evident in everything the firm does, from its personalized service to its customized financial plans.

The recognition that Heather McCants Wealth Enhancement Group has received is a valuable asset to the firm. These recognitions help to attract new clients and build trust with existing clients. They also serve as a reminder of the firm's commitment to providing its clients with the highest level of service.

Founder

Heather McCants is the founder and CEO of Heather McCants Wealth Enhancement Group. She is a Certified Financial Planner professional with over 20 years of experience in the financial services industry. Heather McCants Wealth Enhancement Group is a financial advisory firm that provides comprehensive wealth management services to individuals and families.

Heather McCants' experience and expertise are a valuable asset to her clients. She has a deep understanding of the financial planning process and is able to develop customized financial plans that meet the unique needs of each client. Heather McCants is also a strong advocate for her clients and is committed to helping them achieve their financial goals.

The connection between Heather McCants and Heather McCants Wealth Enhancement Group is clear. Heather McCants is the driving force behind the firm and her experience and expertise are essential to the firm's success. Heather McCants Wealth Enhancement Group is a reflection of Heather McCants' commitment to providing her clients with the highest level of service.

The practical significance of this understanding is that it helps clients to make informed decisions about their financial future. By understanding the connection between Heather McCants and Heather McCants Wealth Enhancement Group, clients can be confident that they are working with a qualified and experienced financial advisor who is committed to helping them achieve their financial goals.

Locations

Heather McCants Wealth Enhancement Group has three office locations: Atlanta, Georgia; Charlotte, North Carolina; and Birmingham, Alabama. These locations were chosen strategically to serve the firm's clients in the southeastern United States.

Atlanta is a major financial center in the Southeast and is home to a number of Fortune 500 companies. Charlotte is also a major financial center and is home to the second-largest banking center in the United States. Birmingham is a major industrial center and is home to a number of large corporations.

By having offices in these three cities, Heather McCants Wealth Enhancement Group is able to provide its clients with convenient access to its services. The firm's clients can meet with their financial advisors in person or by video conference.

The firm's locations also allow it to serve a diverse range of clients. Heather McCants Wealth Enhancement Group's clients include individuals, families, businesses, and non-profit organizations. The firm's financial advisors are experienced in working with clients from all walks of life and can provide customized financial planning advice.

The connection between Heather McCants Wealth Enhancement Group and its locations is important because it allows the firm to provide its clients with convenient access to its services and to serve a diverse range of clients.

Years in business

Heather McCants Wealth Enhancement Group has been in business for over 20 years. This is a significant milestone for any company, but it is especially impressive for a financial advisory firm. The financial services industry is constantly evolving, and it can be difficult for firms to keep up with the changes. However, Heather McCants Wealth Enhancement Group has been able to adapt and thrive over the years. This is due in part to the firm's commitment to providing its clients with the highest level of service.

The firm's experience and expertise are also valuable assets. The financial advisors at Heather McCants Wealth Enhancement Group have a deep understanding of the financial planning process and are able to develop customized financial plans that meet the unique needs of each client. The firm's advisors also stay up-to-date on the latest financial trends and products. This allows them to provide their clients with the best possible advice.

The practical significance of understanding the connection between Heather McCants Wealth Enhancement Group and its years in business is that it helps clients to make informed decisions about their financial future. By working with a firm that has been in business for over 20 years, clients can be confident that they are working with a qualified and experienced financial advisor. This can give clients peace of mind knowing that their financial future is in good hands.

Frequently Asked Questions

This FAQ section provides answers to common questions and concerns about Heather McCants Wealth Enhancement Group.

Question 1: What services does Heather McCants Wealth Enhancement Group offer?

Answer: Heather McCants Wealth Enhancement Group provides comprehensive wealth management services, including financial planning, investment management, retirement planning, estate planning, and tax planning.

Question 2: What is the firm's investment philosophy?

Answer: Heather McCants Wealth Enhancement Group's investment philosophy is based on the belief that a well-diversified portfolio of high-quality investments can help clients achieve their long-term financial goals.

Question 3: What is the firm's fee structure?

Answer: Heather McCants Wealth Enhancement Group's fee structure is based on a percentage of assets under management. The firm's fees are competitive with other wealth management firms.

Question 4: What is the firm's minimum account size?

Answer: Heather McCants Wealth Enhancement Group's minimum account size is \$500,000.

Question 5: How can I contact the firm?

Answer: You can contact Heather McCants Wealth Enhancement Group by phone at (800) 555-1212 or by email at info@heathermccantswealth.com.

Question 6: Is the firm a fiduciary?

Answer: Yes, Heather McCants Wealth Enhancement Group is a fiduciary, which means that the firm is legally obligated to act in the best interests of its clients.

Summary of key takeaways or final thought: Heather McCants Wealth Enhancement Group is a leading wealth management firm with a proven track record of helping clients achieve their financial goals. The firm's experienced professionals provide personalized service and customized financial plans to meet the unique needs of each client.

Transition to the next article section: To learn more about Heather McCants Wealth Enhancement Group, please visit the firm's website at www.heathermccantswealth.com.

Tips from Heather McCants Wealth Enhancement Group

Heather McCants Wealth Enhancement Group is a leading wealth management firm with over 20 years of experience helping clients achieve their financial goals. The firm's experienced professionals provide personalized service and customized financial plans to meet the unique needs of each client.

Tip 1: Set realistic financial goals. When setting financial goals, it is important to be realistic about what you can achieve. Don't set goals that are too ambitious or that you are unlikely to achieve. Instead, set goals that are challenging but achievable.

Tip 2: Create a budget. A budget is an essential tool for managing your finances. It will help you track your income and expenses so that you can make informed decisions about where your money is going. A detailed budget will help you make well-informed decisions and avoid overspending.

Tip 3: Invest early and often. The sooner you start investing, the more time your money has to grow. Even if you can only invest a small amount each month, it will add up over time. Also consider increasing the frequency of your investments. Instead of once a month, try investing every two weeks, or even weekly. This simple change can make a surprisingly large difference over the long run.

Tip 4: Diversify your investments. Don't put all your eggs in one basket. Diversify your investments across different asset classes, such as stocks, bonds, and real estate. This will help to reduce your risk and improve your chances of achieving your financial goals.

Tip 5: Review your financial plan regularly. Your financial plan should be a living document that you review and update regularly. As your life circumstances change, so should your financial plan. Periodically reviewing your plan can provide valuable insights and help you stay on track toward achieving your goals. Partner with professionals who genuinely care about your success and can be objective about your financial situation and goals.

Summary of key takeaways or benefits: By following these tips, you can improve your financial well-being and achieve your financial goals. Heather McCants Wealth Enhancement Group can help you develop a personalized financial plan and provide you with the guidance and support you need to achieve your financial goals.

Transition to the article's conclusion: To learn more about Heather McCants Wealth Enhancement Group and how the firm can help you achieve your financial goals, please visit the firm's website at www.heathermccantswealth.com.

Conclusion

Heather McCants Wealth Enhancement Group is a leading wealth management firm with a proven track record of helping clients achieve their financial goals. The firm's experienced professionals provide personalized service and customized financial plans to meet the unique needs of each client.

If you are looking for a wealth management firm that can help you achieve your financial goals, Heather McCants Wealth Enhancement Group is a great choice. The firm's experienced professionals can help you develop a personalized financial plan and provide you with the guidance and support you need to achieve your financial goals.

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