Taxes are an integral part of investing. 

But what about tax questions that go beyond
your portfolio?  

Is your wealth advisor talking to you about the potential developments in our tax laws and how they could impact your financial plan? Has your accountant?

Heartwood’s on-staff CPA, Susan Norfleet, provides tax advice for clients with complex tax needs and questions – any time of year.

Our unique practice specializes in highly-personalized service, transparency and a true partnership in which we only do better when you do better.

Let’s get in touch

We would love to hear from you and see if we can be of help.