Heights Wealth Management

Heights Wealth Management A full-service firm helping you achieve new financial heights by delivering personalized guidance at every stage of your journey. (WFS), member FINRA/SIPC.

Our firm's main focus is achieving greater heights in every aspect of your finances. This means going above and beyond in the services we offer in order for you to meet and surpass your goals. Providing detailed financial planning to bring all the moving parts of your life together is the main factor to heighten your financial experience. This ensures nothing is overlooked and every cent of your money has a purpose. Combine this with our disciplined investment management experience along with personalized and comfortable customer service, and you will quickly understand why we are named HEIGHTS Wealth Management. Securities and investment advisor services offered through Woodbury Financial Services, Inc. WFS is
separately owned and other entities and/or marketing names, products or services referenced here
are independent of WFS

We had a great time at the 5th Annual Heights Wealth Cookout! We’re grateful for the opportunity to work with such wonde...
09/29/2026

We had a great time at the 5th Annual Heights Wealth Cookout! We’re grateful for the opportunity to work with such wonderful clients and enjoyed taking some time to relax, enjoy good food, and catch up outside of the office.

Thank you to everyone who came out and helped make it such a fun afternoon. We truly appreciate your trust and continued relationship with Heights Wealth Management!

It's hard to believe we're already in the second half of 2026. Take a look at what has happened this year in the markets...
07/23/2026

It's hard to believe we're already in the second half of 2026. Take a look at what has happened this year in the markets, and our outlook on the rest of the year.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composit...

Last week I was one of just eight financial advisors from across the country invited to an exclusive event in New York C...
06/15/2026

Last week I was one of just eight financial advisors from across the country invited to an exclusive event in New York City.

The experience included a private tour of the New York Stock Exchange floor, meetings with market experts at the Goldman Sachs building, and dinner on the top floor of One World Trade Center.

I'm grateful to connect with some of the industry's top professionals and bring valuable insights back to the clients and families we serve at Heights Wealth Management.

To top it off, there are serious talks about replacing the "O" in STOCK with a picture of my head.

The first quarter of 2026 is behind us, and it was anything but quiet. From the conflict in Iran to interest rate and in...
04/21/2026

The first quarter of 2026 is behind us, and it was anything but quiet. From the conflict in Iran to interest rate and inflation questions. Click here to view a recap of Q1 and what we're watching over the next few months.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up an...

Address

4810 N Prospect Road
Peoria Heights, IL
61616

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 3pm

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