Herr Wealth Management is a family financial planning organization that focuses on helping our clients achieve their important financial goals. We give our clients an individual financial plan with the information that they need to confidently make decisions.

In our experience with families and business owners, who are growing or prospering, they often work with a number of different professionals to meet their needs before working with us. These professionals often deal with singular aspects of the financial position and consequently provide advice without understanding the client’s whole financial situation and the consequences that could result.

We work with our clients holistically to provide objective advice, aware of the potential outcomes from each recommendation. We will communicate with your tax and legal professionals to ensure all parties are informed and legal and tax considerations are considered.