We love what we do and take pride in providing value to our clients. While we welcome everyone, we work best with individuals and businesses who share our core values:

Trusting

We want to work with people who are looking for a financial advisor who they can truly trust and get to know. Our goal is to get to know you and your family to help us fully understand your objectives and make sure we are on the same page.

Respectful

We want to work with clients who respect those around them and treat them graciously. "You can tell a lot about a person by how they treat the help," and we want to work with people who appreciate us. 

Seeking Value

We want clients who value our opinion and consult with us before any major financial transaction. Waznik Heike Group wants to be involved in helping you make important financial decisions and act as your financial coach.

Practical

We want to work with clients who are realistic about the stock market and investment outcomes. Our team wants you to understand that we've planned for the long term and are invested in line with your risk tolerance and investment objectives.

Goal-Oriented

We work best with clients who are engaged in their financial future and open to strategic planning. Whether you're preparing for retirement, growing a business, or securing your family's financial stability, we appreciate clients who set goals and take action toward achieving them.

Committed

Financial success isn’t built overnight—it’s a journey. We work best with clients who see financial planning as an ongoing relationship rather than a one-time transaction. Our goal is to be by your side through life’s milestones, offering guidance and strategies that evolve with your needs.