Heartfire Wealth

Heartfire Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

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A 529 plan can be a meaningful way to help save for future education expenses—whether for children, grandchildren, or so...
05/29/2026

A 529 plan can be a meaningful way to help save for future education expenses—whether for children, grandchildren, or someone special in your life—and may offer tax-advantaged growth and withdrawals for qualified education expenses.

Even small, consistent contributions can make a difference over time.

If planning for education is on your mind and you’d like to learn more or revisit your current strategy, we’re happy to help.

https://bit.ly/3RBBWHk

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know...
05/28/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

At Heartfire Wealth, one of our greatest joys is connecting our clients to meaningful causes that make a positive differ...
05/28/2026

At Heartfire Wealth, one of our greatest joys is connecting our clients to meaningful causes that make a positive difference in our community. 💙

We’re excited to share an upcoming event hosted by Canine Companions—an incredible organization dedicated to changing lives.

Canine Companions provides highly trained service dogs to individuals with disabilities at no cost, helping to foster independence and enhance quality of life through these amazing partnerships. 🐾

If you’re looking for something inspiring to be part of, this is a wonderful opportunity to get involved or learn more.

Please take a look at the attached flyer for event details—we hope to see you there!

8928893ACMR0526

We had such a wonderful time at the Dunedin Fine Art Center Garden Party this past weekend 🌿🎨While we were there, we cam...
05/20/2026

We had such a wonderful time at the Dunedin Fine Art Center Garden Party this past weekend 🌿🎨
While we were there, we came across a beautiful sign filled with words from patrons—including a special quote written by Mike Ross’s wife. We couldn’t resist stopping for a photo in front of it!
Moments like these are a great reminder of the creativity, connection, and community that make Dunedin so special 💚

Please help us welcome a new face at Heartfire Wealth. We’re excited to share that Alexander “Alex” LaJoy has joined the...
05/11/2026

Please help us welcome a new face at Heartfire Wealth.

We’re excited to share that Alexander “Alex” LaJoy has joined the Heartfire Wealth family as a Paraplanner. We are confident he’ll be a valuable support to our clients and our advisory team. Welcome to the team, Alex—we’re so glad you’re here!

Congratulations to CMA on a successful Seas the Day luncheon last week! 🌊🐬The event was beautifully done, and the settin...
05/05/2026

Congratulations to CMA on a successful Seas the Day luncheon last week! 🌊🐬

The event was beautifully done, and the setting in front of the dolphin window made it especially memorable.

This year’s honorees were John and Jan Draheim, we were honored to be part of such a wonderful and well‑executed luncheon. Kudos to the entire CMA team!

We are incredibly thankful to the Dunedin Chamber of Commerce for recognizing and sharing that Heartfire Wealth was rece...
05/05/2026

We are incredibly thankful to the Dunedin Chamber of Commerce for recognizing and sharing that Heartfire Wealth was recently named to the 2026 Forbes Best‑In‑State Wealth Management list.

Being part of such a supportive local business community makes this recognition even more meaningful. We appreciate all you do to highlight and celebrate the success of local organizations.

https://bit.ly/4f37jUI

Help us wish a very happy 4th birthday to Jordi! 🐶🎂Samantha’s furry sidekick is celebrating today, and we’re sending bir...
05/04/2026

Help us wish a very happy 4th birthday to Jordi! 🐶🎂

Samantha’s furry sidekick is celebrating today, and we’re sending birthday wishes for lots of treats, tail wags, and all the love. 💛

Spring is a great reminder that a little refresh can go a long way 🌷As routines change and new plans take shape, it’s a ...
04/20/2026

Spring is a great reminder that a little refresh can go a long way 🌷

As routines change and new plans take shape, it’s a good time to pause and think about what matters most in this season of life.

What’s one thing you’re looking forward to this spring?

There’s no wrong answer — just curious what’s keeping you busy this season!

Please join us in congratulating our Advisor Mike Ross and his wife Michele on the arrival of their beautiful daughter, ...
04/08/2026

Please join us in congratulating our Advisor Mike Ross and his wife Michele on the arrival of their beautiful daughter, Ruby Ross. Ruby joined the family last night, becoming the Rosses’ third daughter.

Wishing the entire family much happiness as they begin this new chapter together.

Address

Dunedin, FL

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Telephone

+17277340886

Website

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