Private Wealth

“At Heward, our principal objective is to protect and increase our clients’ wealth. Our clients trust us to avoid unnecessary risk and to assist them in sharing the success with future generations”

James Heward, President

For over 30 years, our team has worked diligently with clients and advisors to best understand and achieve their individual investment goals and risk tolerance. Our stable and experienced investment team has more than 200 years of combined experience. We aim to provide long-term capital growth while minimizing your exposure to risk and volatility. This is achieved through our prudent and disciplined investment process. Portfolio management is our sole business and we work with a vast network of like-minded professionals in managing your wealth. Typical events in our client’s lives can include;

Through years of personalized service and dedication, the firm is proud to have cultivated strong intergenerational relationships with our clients and partners.