Our Story
Heritage Haus Wealth Partners was built on a simple idea:
Treat every client like family.
For us, that is not just a phrase. It is personal.
After experiencing firsthand what happens when trust is broken in the financial industry, we made a commitment to build something different. A firm rooted in transparency, education, and long-term relationships.
Today, we work with individuals and families to help them navigate complex financial decisions with clarity and confidence.
Most firms treat financial planning, tax strategy, and legacy planning as separate conversations.
We do not.
We believe the best decisions are made when everything works together.
That is why we bring all aspects of your financial life under one roof.
Our Mission
Our mission is to help individuals and couples align their money with what matters most.
By bringing clarity, collaboration, and confidence to financial, tax, and legacy planning, we help clients live well in retirement and pass on their wealth intentionally to the people they love.
Our Values
Family First
We treat every client like family and every relationship with care.
Education
We believe informed clients make better financial decisions.
Integrity
Every recommendation is made with your best interests in mind.
Long-Term Partnership
Financial planning isn't a transaction.
It's a lifelong relationship.
Our Team
Michael Srulowitz, EA
Co-Founder, CEO
Michael Srulowitz is the Founder and Managing Partner of Heritage Haus Wealth Partners, with over 18 years of experience helping individuals and families make confident financial decisions.Throughout his career, Michael has worked...
Michael Gaona
Co-Founder, Senior Advisor
Marcy Srulowitz
Co-Founder, Operations
KayCeeLee Bounds-Contreras
Senior Compliance Officer
Tanner Friesenhahn
Lead Advisor
Darleen Rivera
Client Support Coordinator