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Who We Are




We are responsive and efficient with your time and money. Heidi Scholz chooses to be a sole practitioner to provide clients with immediate and direct service and strives to provide outstanding results. She is a graduate of the University of California Berkeley and New York Law School, and is licensed in New York and California. She has decades of experience and networks and consults with small and medium firms, businesses, and financial institutions worldwide to customize your planning goals. Heidi avoids the cookie cutter approach of many large firms and financial institutions, and she chooses the more innovative and independent approach when she is addressing your concerns and challenges. We look forward to providing you with not just a good solution but the right solution.