Hevel Capital: Focused on Making an Impact

While Hevel Capital was officially formed in February 2024, it was birthed from a two-year journey of desiring something more. I’ve always had an entrepreneurial spirit about me but chose the “safe” job every time over the course of my career. Don’t get me wrong, they were good career moves and I am grateful for each one of them as I spanned the gamut of finance experience from wealth management, stocks, and real estate. I’ve worked on a lot of neat projects over the years from directly serving clients to supporting advisors to underwriting multi-billion dollar financing deals. While there have been a lot of interesting deals and impactful experience, I’ve realized that it was missing a key ingredient and that is working more directly with individuals on things that matter. Through this epiphany and a series of closed doors, Hevel Capital was formed.

I didn’t want to just start 'another' financial firm (or join one) but deeply pondered my why and value add to clients.

My Why:

1. Work directly with clients on things that matter. A lot of people get worked up on things in life that don’t matter and many in corporate America (hand raised) have this problem. Life is too short and I have a bit of yolo in me, hence the move to start Hevel Capital. The name ‘Hevel’ is a reminder to myself and others to focus on things in life that do matter or more precisely to NOT focus on what doesn’t matter (see here for more on choosing the name ‘Hevel’ Capital)

2. Create flexibility and autonomy over my schedule. Simply put, I want more freedom for myself and to give the best possible life to my family (for my wife and 4-month-old Jonah who has completely changed our life for the better…I’ve found that the best things in life can also be the hardest). While my hours are longer currently, it’s a worthwhile tradeoff (at least for me) when it’s your own business that is centered around serving others

3. Grow a brand that creates positive change. Hevel Capital was formed not just to serve households, although this is the primary focus, but to reach more individuals through brand-building efforts that create positive change in the world. We are here to serve clients and other stakeholders on financial matters that make a difference 

Value-Add to Clients (Top 3 Reasons):

1. Create financial peace of mind. My job is not rocket science but advanced planning strategies and developing AND monitoring a sound investment strategy takes significant time. Additionally, the stakes are high and markets and the IRS are unforgiving. Hevel Capital is here to alleviate this ‘burden’, save clients time, and partner with households on their financial journey

2. Customized financial plan. Hevel Capital develops, implements and monitors a comprehensive and customized financial plan with a time-tested investment strategy. We provide holistic plans on a complimentary basis with no strings attached

3. Income-based tax planning. Effective tax planning can prevent headaches and significant money during tax season. We provide strategies to minimize taxes through tax loss harvesting, retirement withdrawal strategies, Roth conversions, employee stock bonus guidance, charitable giving, and much more