Who We Are

Heck Capital is an Independent Registered Investment Advisory Firm that provides comprehensive investment management, personalized advice, and strategic financial guidance. We serve goal-driven individuals, families, established institutions, non-profit organizations, and foundations/endowments. We strive to help our clients simplify their financial lives, achieve their investment objectives, and create lasting legacies.

Our Services

Investment Advisory

Our proprietary research and proven institutional-quality investment selection process provides families and individuals with highly customized, effective investment solutions.

Institutional Services

We provide discretionary and non-discretionary institutional investment services for ERISA retirement plans, corporations, foundations /endowments, family offices, high-net worth individuals, and trusts.

Financial Guidance

Financial guidance is a lifelong process that assists you and your family in taking control of your financial future and building your lasting legacy.

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Legacy Investing

We help our clients prepare for life and legacy to ensure your wealth and values can be transitioned to future generations.

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High Touch

Personalized investment management delivered with a collaborative, integrated approach. We'll help you stay connected to your financial standing and goals.

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High Tech

We're constantly reinvesting in the business to complement our first class client experience.

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Integrated Financial Guidance and Investment Solutions delivered with the special care, attention, and high tech resources needed to protect and grow your wealth.

Longstanding Investment Focus

Based on your unique situation, we will research and identify opportunities to improve your investment strategy including your risks, costs, and objectives.

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Our Reach

Heck Capital is uniquely positioned to develop an exceptional partnership with our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach.

Regionally, our offices in Rhinelander, Milwaukee, and Minneapolis, are optimally located to provide investment management strategies and financial planning to our Midwestern clients.

Your Goals. Our Strategies.

Together, Building Lasting Legacies.

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