One
Connected view
Business interests, property, cash, and investments considered together.
Four
Planning perspectives
One framework for the parts of wealth that rarely fit in a single account.
Open
Accepting clients
Heirmont Wealth is registered with the SEC and taking on new client relationships now.
The Heirmont approach
Your full financial life, planned as one.
Heirmont Wealth is a private multi-family office* for future-focused high income professionals, real estate investors, and families whose wealth runs deeper than a brokerage account.
Business interests, real estate, cash management, investments, and tax strategy, coordinated within one coherent financial plan.
Beyond the brokerage account
Most advice stops too soon.
For future-focused high income professionals and real estate investors, the brokerage account is only part of the story. The real complexity lives in the business, the properties, the cash between deals, and the tax bill that ties it all together.
Most firms ignore all of it. We start there.
What the plan connects
Four perspectives, one coherent plan.
Whole-balance-sheet planning
One view of business interests, property, cash, and investments.
Cash and liquidity strategy
A coordinated view of the money sitting between deals and major decisions.
Real-estate-aware wealth management
Planning that considers the property portfolio alongside the investment portfolio.
Tax coordination
A tax-aware plan built around the full financial picture.
Who we serve
Built for people who are building.
If your wealth is more than a number in a brokerage account, Heirmont is built for you.
Future-focused high income professionals
Compensation, equity, liquidity, and the personal balance sheet viewed together.
Real estate investors
Property portfolios, deal cash, and investments coordinated within one financial plan.
Families in transition
A business sale, an equity or RSU windfall, or an inheritance, with a plan for what comes next.
The founders
Decades on every side of the wealth business.
Co-founder and CEO
Michael Chang
Michael built a large, trusted community of future-focused high income professionals and real estate investors through his education work. He co-founded Heirmont Wealth with Eric and leads the firm's growth and client development.
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Co-founder
Eric Ervin, CFP®
Eric spent 15 years advising high-net-worth families at Morgan Stanley, then founded and sold two companies of his own: an ETF business and a technology platform for financial advisors. Now he is bringing that experience full circle to Heirmont.
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