James Heavey Wealth Advisors, LLC

Overview

James Heavey Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm acts as a capital allocator and combines portfolio management and financial planning with the selection of third‑party advisers when needed. Its advisory services are offered alongside insurance brokerage capabilities, which the firm integrates into client planning and risk‑transfer solutions. Investment activity is tilted toward equities: the firm reports a clear preference for exchange‑traded equities as the primary vehicle for client portfolios. That equity bias is supported by flexibility in fee arrangements (percentage of AUM, hourly and fixed fees) and an openness to use external managers for specialized exposures. James Heavey Wealth Advisors, LLC is not positioned as an ESG‑focused manager and operates at a single‑state level.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices