DBJ Wealth Management, based in New Hartford, NY, is a firm guided by a strong set of values including family, integrity, freedom, excellence, and charity. Committed to helping clients make informed financial decisions, their team of professionals works collaboratively to provide quality advice for long-term financial well-being.
Operating under the marketing name of Northwestern Mutual, DBJ Wealth Management offers investment advisory services and brokerage services through a team led by Nicholas Anthony Heintz, Daniel B Jones, Erin Burkert, and Andrew Walter Halliday. With a focus on personal freedom for both clients and associates, the firm prioritizes continuity for generations, ensuring a trusted destination for those seeking expert financial guidance.
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