Principal Wealth Management Advisor

Peter S. Heilig, CPA is a highly experienced financial executive with 40 years of expertise in accounting, finance, MIS, operations, marketing facilities, and transactional activities. As a sole practitioner, he provides comprehensive accounting, auditing, tax preparation, and tax planning services to corporate, individual, and fiduciary clients. With a deep understanding of various industries such as Manufacturing, Distribution, Import, Export, and Shipping, Peter is dedicated to offering sound financial, tax, and estate planning advice to help his clients achieve their financial goals. As a trusted financial consultant, Peter takes the time to understand his clients' financial positions and offers personalized solutions to meet their unique needs. Whether it's working with sole proprietorships, partnerships, C Corporations, Sub S corporations, or not-for-profit organizations, Peter's clients rely on his expertise to make informed decisions and implement effective strategies. With a commitment to ongoing research and monitoring, Peter ensures that his clients receive the most up-to-date information and guidance to help them succeed.Generated from the website

Serving you in these unprecedented times During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...