Who We Are
Wesley Heinrichs, CFP®
Wesley has a straightforward, optimistic approach to every situation that makes it clear he loves helping others. He is passionate about financial planning and educating clients on the myriad of decisions and options they face. Wesley’s goal is to simplify the complex and foster lifetime professional relationships that provide vital financial services at every juncture of life. He prides himself on giving his clients the same advice and care that he would give to his own family.
Using Linea’s proprietary planning process called the Linea roadmap®, Wesley helps clients pursue their goals confidently by offering strategic support at every point of the journey. Because each investor is unique, Wesley maps out customized plans to help them reach their destinations. He specializes in investment management, portfolio construction, holistic financial planning, goal setting, strategic retirement solutions, and sophisticated tax planning. Wesley works with a diverse group of professionals, including business owners, executives, singles, and multigenerational families.
Wesley joined the Linea Private Wealth Management Team in 2020. He is a Certified Financial Planner PROFESSIONALTM (CFP®) and holds his Series 7, 63 (held through LPL Financial), and 65 (held through IFG Advisory, LLC) licenses. He began his career in the financial services industry after graduating from Georgia Southern University in 2016, where he obtained his bachelor’s degree in Finance with a minor in Information Systems.
Wesley currently lives in Atlanta and enjoys spending time with his friends and family. He is very active and loves being outdoors, including running, hiking, and fishing. He likes anything to do with sports, whether it is cheering on the Georgia Bulldogs or participating in men’s amateur leagues.