The Heslinga & Tate Private Wealth Group traces its roots back to January 1, 1990. The Dow Jones Industrial Average was at 2810, and George H. W. Bush was President of the United States.
The founders, Steven G. Heslinga (1.0) and Albert Tate, realized that by combining their unique skills they could better help clients achieve their long-term financial goals. Since then, the practice has grown dramatically in terms of number of clients, assets under management, and advisory capabilities.
Presently the team includes six associates who assist in all aspects of financial services. We offer comprehensive, customized strategies to help address our clients’ diverse investment goals.
Looking ahead, the future for our clients and for the Heslinga & Tate Private Wealth Group couldn’t be stronger. The capabilities of our boutique practice continue to expand and evolve while we remain steadfast in our commitment to client service and advisory excellence.
We’re proud to have you be a part of it.