Heslin Wealth Management

05/29/2026

The new office expansion is coming along. Still waiting for some furniture and to hang some art, but so far it’s looking good. 

04/27/2026

Big annual Wealth Consulting Group conference and award ceremony in Las Vegas. Had a blast. Learned a lot. Even won an award. Great weekend.

04/25/2026

Thrilled to be surrounded by innovation and expertise at our annual collaborate conference in Las Vegas, unlocking new opportunities with The Wealth Consultanting Group and LPL Financial.

04/09/2026

Exciting Developments at Heslin Wealth Management! We are pleased to announce the expansion of our office space through the acquisition of the adjacent vacant suite. This strategic move will result in a larger, more efficient layout featuring four private offices and an expanded reception area. Construction is slated to begin later this month, with photo updates and an invitation to our office warming party to follow shortly after completion.

03/17/2026

Looking for an LGBT Financial Advisor that understands your family dynamics and needs? Give us a call and see if we can help you towards your financial goals.

03/10/2026

This past weekend I’m very proud to have celebrated my 40th anniversary in the financial services industry. It also just so happened to be my four year anniversary of opening my investment firm Heslin Wealth Management.
I was thrilled to be able to share the evening with many of my clients and colleagues.
In preparation for the event, I hired the best video producer in town, Stephen Koncelik to document the anniversary with a video. If you have a few minutes, please feel free to check it out. Thank you. 

On the anniversary of my 4th year as an independent advisor, I thought I would reflect on the anniversary of 40 years in the Financial Advisory business.

12/26/2025

Enjoying some nice family time this hilday season. Decided to stop at the Home Alome house when en route from Chicago to Milwaukee.

12/09/2025

Billboard is officially up on the westbound side of Dinah Shore Dr in Palm Springs!

12/04/2025

$1,789.00 is the amount of the match my firm, Heslin Wealth Management made today to the LGBT Center Food Bank.

During our weeklong Food Drive, we raised 1,099 pounds of food and $690 in cash donations.
To make my donation, I actually just used the QR code that the Center created for my Food Drive. It was simple.

Thank you to all who donated. Your generosity is greatly appreciated.

11/28/2025

Happy Thanksgiving from my family to yours!