Metric 01
15+
years of planning
WEALTH WITH CLARITY
Money Plans That Fit
We build clear plans for retirement, investments, taxes, and cash flow. You get simple steps, steady reviews, and advice that fits your goals.
Metric 02
4.8/5
client rating
Metric 03
300+
plans built
HOW IT WORKS
Four steps to a clear plan
Map income, savings, and drawdown steps for your next stage.
Quarterly review
Retirement Income Plan
From $499/mo
Map income, savings, and drawdown steps for your next stage.
Monthly check-in
Investment Portfolios
From $750/mo
CPA-ready notes
Tax-Aware Strategy
From $650/mo
01Goal-based review
Asset Allocation
From $550/mo
Set the right split across growth, income, and safety.
02Annual stress test
Risk Review
From $600/mo
Check cash needs, market risk, and gaps before they cause pain.
03Monthly guidance
Goal Coaching
From $450/mo
Stay on track with clear steps for savings, debt, and big buys.
CORE SERVICES
Clear help for every money goal
We learn your goals, money questions, and what needs the most care.
01
Start With Goals
02
Review Your Numbers
03
Build The Plan
04
Keep It On Track
CLIENT RESULTS
Plans made for real life
One planning call each quarter Cash flow map for your household Retirement gap check Basic portfolio review Follow-up notes after each call
Billed monthlyBilled monthly
Starter
From $499/mo
- One planning call each quarter
- Cash flow map for your household
- Retirement gap check
- Basic portfolio review
- Follow-up notes after each call
Most popularBilled monthly
Signature
From $1,250/mo
- Monthly planning calls
- Custom investment mix review
- Tax-aware trade timing
- Retirement income forecast
- Savings targets by month
- Risk check before big moves
Annual retainerAnnual retainer
Scale
From $2,500/mo
- Biweekly strategy calls
- Family wealth plan with goals
- Business cash flow planning
- Tax-loss and gain review
- Estate and legacy notes
- CPA coordination each quarter
WHAT CLIENTS SAY
Words from clients
Built a savings and investment plan for a house down payment and future tuition.
Family
Family Plan for a New Home
Built a savings and investment plan for a house down payment and future tuition.
Trades
Retirement Income for a Builder
Tech
Tax Plan for a Software Founder
Medical
Portfolio Reset for a Doctor
Retail
Cash Flow Plan for a Shop Owner
Retirement income
Mara Ellison
Asset mix and risk
Noah Bennett
Tax-aware savings
Priya Sethi
Family and owner plans
Cole Ramirez
Proof
Customer notes
Verified
“They made our retirement plan easy to follow and gave us next steps.”
Dana Whitaker
Owner, Whitaker Studio
Verified
“Our tax notes are better now, and our portfolio has a clear purpose.”
Luis Moreno
CFO, Moreno Foods
Verified
“I finally know what to do each quarter without second-guessing it.”
Hannah Bell
Family Client
Service area
New York Metro
Manhattan, Brooklyn, Queens, Jersey City, Newark
Area 01
New York Metro
Manhattan, Brooklyn, Queens, Jersey City, Newark
Area 02
Long Island
Hempstead, Oyster Bay, Huntington, Patchogue
Area 03
Northern New Jersey
Hoboken, Montclair, Paramus, Morristown
Area 04
Hudson Valley
White Plains, Yonkers, New Rochelle, Poughkeepsie
Journal
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Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What does Height Wealth help with?+
We help with retirement plans, investment portfolios, tax-aware moves, savings plans, and risk checks for your money.
02Who is a good fit here?+
Individuals, families, and business owners who want a steady plan and clear next steps are a good fit.
03How are fees set?+
Fees match the plan size and the work needed, with simple monthly or annual billing based on your goals.
04Do you work with my CPA?+
Yes. We can share notes with your CPA so tax steps, cash flow, and investing stay in line all year long.
05How fast can we start?+
After the first call, most clients get a plan outline within two weeks, based on the records we review.
06Can you review my current accounts?+
Yes. We can review old plans, current accounts, and risk levels before we suggest changes to your mix.
Get Money Notes
Get short notes on retirement, taxes, and investing from Height Wealth. One email a month with clear tips you can use.