Our Expertise

Holistic Financial Planning

Hevel Capital develops a client's personal investment plan based on their individual goals and objectives; We help clients achieve financial peace of mind through our hands-on partnership, education, and regular check-ins to ensure that each clients' plan remains on track.

Employee Stock Plans

Specialist in employee stock plans that offers guidance on when to exercise stock options, manage vesting schedules, and diversify holdings to mitigate risk and enhance overall financial stability. Through tailored strategies, we aim to help clients achieve their financial goals while minimizing tax burdens and maximizing returns.

Income-Based Tax Planning

Our focus is helping clients plan for and minimize income taxes through comprehensive planning strategies that incorporates giving strategies, asset selection, asset location, small business and real estate deductions, tax-gain and loss harvesting, and more.

Goals-Based Retirement Planning

With a focus on retirement needs and planning, Hevel Capital develops, implements and monitors plans tailored for retirees. We assist clients with income-producing portfolios, managing RMDs, optimizing social security benefits, and much more.

Customized Investment Management

We have in-house expertise in security selection from our decade of professional experience as former stock analysts, credit analysts, and commercial real estate investors. We do not provide clients cookie-cutter advice but differentiate our services through customized solutions that are tailored to the client's goals through optimal risk-adjusted investment portfolios.

Estate Planning Consultation

We provide basic estate planning services at no additional charge to ensure that you have a plan in place to protect your assets including consultation on giving strategies to charities (e.g., qualified charitable distributions and donor-advised funds) and education savings (e.g., 529 Plans) to minimize your tax burden.