As the founder of Heartwood Wealth Management, Inc. and wealth advisor since 2003, Amanda Minchew has extensive financial industry experience maintaining ethical practices and providing strategic advice to help her clients work towards their personal, business, retirement and legacy goals.
Through in-depth conversations with clients, Amanda assesses goals, objectives, and current financial position of her clients. By evaluating each client’s situation, she identifies lifestyle, short and long term goals, risk tolerance, and potential tax consequences to structure a strategic wealth plan to work towards the client's objectives. Fostering an environment for open and honest communication with clients, Amanda is able to understand the intricacies of a client's financial landscape and provide ongoing monitoring, evaluate portfolio performance, and make necessary adjustments for milestones or changes that may occur.
While working closely with her clients, Amanda uses her educational background in accounting and unique understanding of the securities industry to help guide clients through changing market environments. Amanda uses her caring approach when analyzing and interpreting client objectives to help identify strategic opportunities available during challenging economic events. Using ethical practices and following all industry-related laws, regulations and policies, Amanda delivers customized investment recommendations and wealth plans to align with the goals and objectives for the differing financial circumstances of each client.
In addition to personal retirement income and wealth planning services, Amanda offers business continuation planning, business 401(k) planning, insurance planning and wealth transfer planning.
Securities Licenses
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform Securities Agent State Law
- Series 65 – Uniform Investment Adviser Law
Louisiana Licensed – Life, Health, Variable Annuities
Services
- Estate Planning
- Retirement Planning
- Investment Planning
- Risk Management
- Portfolio Management
- Business Strategies
- Gifting Strategies
- Tax Strategies
- Insurance Strategies