FINANCIAL PLANNING

Adam Waitzman

Wealth Management Advisor, Heritage Planning Partners

Adam Waitzman specializes in all aspects of planning for those in the medical field, business owners, and retirees. He is a Wealth Management Advisor at Heritage Planning Partners where he helps clients with their overall financial security planning. Adam quarterbacks, with a client’s permission, their legal, tax, and financial picture. He does so by understanding his client’s most important wishes and aligns all parties to help achieve these important life objectives. It is critical to Adam that he understands his client’s emotional drivers which helps to keep the client’s entire team accountable and available. Adam specializes in working with healthcare providers, business owners, and clients working through challenging life events.

 
Adam is offering his financial planning services to our clients who are seeking to realize their financial goals.

To learn more, visit his firm’s website at: heritageplanningpartners.nm.com