We have thrived through the many changes that have taken place in estate and financial planning.
William Heinz Jr. started in this business in 1948. Charles Heinz, his son, joined the firm in 1983. Heather Szyperski, Charles Heinz's daughter, joined the firm in 2008.
Heinz & Associates considers your whole situation. Your finances, your hopes, your childrens' situations, your parents situations, your other professional relationships should all work together for your benefit.
Heinz & Associates and Heinz-Daniel Associates, Inc have 3 employees and specialize in retirement solutions for high net worth individuals. These services include IRA and Roth beneficiary planning, advanced estate planning, dynastic planning, cash flow planning and investment advice.
The principal of the firm is Heather Heinz Szyperski. Heather’s father, Charles Heinz passed away in March of 2020 and her grandfather, Bill Heinz passed away in September of 2014.