"Employ your time well, if you mean to gain leisure." - Ben Franklin

You deserve a strategy that adapts to your needs.

DHFS Wealth Management is an independently owned financial consulting firm offering dedicated personalized service to our clients since 1996. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Our individual and corporate philosophy is to provide each client with professional and individual advice to help create a higher degree of financial success.

Whether you are just starting to save for your future, or are a seasoned investor, DHFS Wealth Management has the financial management experience to direct you towards reaching your objectives. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.



We offer a variety of specialized services designed to meet your specific goals and needs.



Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Meet Our Experienced Advisors

David Heiligenthaler

David W Heiligenthaler,CFP®


(704) 895-8370

(704) 895-8377

Elizabeth Heiligenthaler

Registered Sales Assistant

(704) 895-8370

(704) 895-8377

Our Accreditations

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