Paid for by Wealth Haus
Greg Allen and Clint Heisler, both financial planners, started out as friends and neighbors who decided to combine their passion for the financial industry by founding Wealth Haus, a boutique, holistic wealth management firm dedicated to helping clients navigate their financial lives with clarity, confidence and purpose.
“We wanted to create a place where financial advice could go beyond numbers on a spreadsheet,” says Allen. “We envisioned a space that wasn’t confined by the usual industry pressures or rigid quotas, but instead focused on delivering a personalized experience tailored to each client’s goals, challenges and dreams.”
Although they share many commonalities, the two hold vastly different skill sets. Heisler, who has a sharp attention to detail, has worked at Northwestern Mutual for 14 years. Allen spent the first part of his career in real estate within family-owned residential and commercial real estate companies, then transitioning into finance back in 2012.
“We run our commercial development firm, our homebuilding company and the wealth management firm all from the same location,” says Allen. “We have an added edge from a wealth management standpoint from having those affiliations. Real estate and finance share a common language, and we’re excited to bring our clients perspective and advice that stems from that understanding.”
The name Wealth Haus is a play on the analogy that the custom homebuilding process and the financial planning/investment management process are similar. In the same way an architect gathers information and draws up plans that make your home uniquely yours, the financial planners at Wealth Haus craft a blueprint for your financial success to fit your specific needs. This engagement is a fee based, and does not require implementation of products or services. Should the client desire to have an ongoing advisory relationship, the team at Wealth Haus can fulfill the role similar to a general contractor when building a home, and subcontract out the various services required to act upon the recommendations made. Within this engagement, the brokering of asset management services, insurance products and estate strategies can be implemented.
“We become a general contractor, choosing subcontractors to work with and represent such as various institutional asset management firms and highly rated insurance carriers, to ensure our clients are receiving the industry-best products and solutions without bias,” Heisler says.
The team at Wealth Haus has created a process that caters to many demographics. They describe their planning process as either a custom build or a renovation. The target client for a custom build would be someone who has never engaged with an advisor before, or perhaps it’s been some time and their financial situation has dramatically changed, and there is need for a full and complete build from the foundation up. Conversely, a renovation is really geared for those that already feel they have a financial plan but are open to auditing their strategies to ensure peak performance and optimization.
“Many of the clients we onboard are starting with good bones, and to their credit have established a solid framework to work from,” Heisler says.
