Private Wealth proudly announces that founding partner Heather Fortune Vestweber was recently named a Forbes Best-in-State Top Women Wealth Advisor. This recognition highlights Heather’s highly consultative family-office approach to advising her clients.
About the Forbes Top Women Wealth Advisors Rankings
Forbes’ list is compiled by SHOOK Research, which uses financial data and interviews to compile the only advisor rankings with a focus on quality. This distinction goes beyond production and asset figures and underscores advisors committed to best practices and providing a high-quality experience for their clients.
According to Forbes, as market volatility settles in as the new normal, the steady hand of an experienced financial advisor is always welcome. A recent study by Fidelity reports that women advisors are more apt to maintain a consistent course during uncertain market conditions. With 30 years of wealth management experience, Heather has proven to be a sound and reliable resource for her clients.
“I’ve always focused on doing what’s best for my clients and helping them navigate complex wealth management challenges to meet their personal goals. It’s an honor to be recognized for that work,” Heather says.
About Heather
Heather is one of Private Wealth’s founding partners, and though she is based in Cedar Rapids, Iowa, she works with clients nationwide. Heather focuses on meeting the diverse needs of high-net-worth individuals, business owners and multi-generational families. She specializes in trust and estate planning, business succession, tax planning, and philanthropy. Heather and her team provide boutique-style services on a personalized level to each of her client relationships.
Heather is a University of Iowa alumna (go Hawkeyes!) and continues to pursue educational opportunities to better serve her clients. Heather enjoys cooking, time at the lake with her family and supporting her community in various ways.
