DBJ Wealth Management

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DBJ Wealth Management Our highly respected team helps our clients achieve their own definition of financial security.

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. https://www.northwesternmutual.com/life-and-money/how-much-you-should-have-in-a-529-plan-contribution-limits-and-maximums-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=529-plan-contribution&agentid=072541

Happy Boss's Day to the best boss!We appreciate the leader that you are and all of the work that you do for our team. In...
10/16/2026

Happy Boss's Day to the best boss!

We appreciate the leader that you are and all of the work that you do for our team.

In the wise words of the second greatest boss,
“People say I am the best boss. They go, ‘God, we've never worked in a place like this before.’"
- Michael Scott

Sincerely,

Your team!

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Meet Michele Heinig – Bookkeeper & Office Manager ✨🎉We’re excited to highlight Michele Heinig, an essential part of the ...
10/12/2026

Meet Michele Heinig – Bookkeeper & Office Manager ✨🎉

We’re excited to highlight Michele Heinig, an essential part of the DBJ Wealth Management team!

Michele joined DBJ in 2019, bringing years of experience from her family’s business where she worked across customer service, sales, payroll, and bookkeeping. Today, she plays a key behind-the-scenes role as our bookkeeper and office manager, helping keep our operations running smoothly with accuracy and care.

🎉 Michele’s diverse background and supportive team approach make her a reliable and valued resource within our firm.
Born and raised in Marcy, NY, Michele now lives in Newport with her partner Ed. She enjoys caring for their horses and farm animals and spending time with her children and four grandchildren, whom she is incredibly proud of.

Please join us in recognizing Michele and the steady support she brings to our team every day!

October is Financial Planning Month.In honor of an exciting month for us, swipe through to bust a few financial planning...
10/09/2026

October is Financial Planning Month.

In honor of an exciting month for us, swipe through to bust a few financial planning myths!

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

Address

19 Campion Road
New Hartford, NY
13413

Opening Hours

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

Telephone

+13157315400

Website

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