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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

DBJ Wealth Management

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United States
New Hartford, NY
DBJ Wealth Management

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Our highly respected team helps our clients achieve their own definition of financial security.

10/29/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/26/2026

Happy at happy hour with the best team!

10/23/2026

We wrapped up our quarterly team meeting with a little creativity, a lot of laughter, and a shared focus on finishing strong. Here's to finishing the year with momentum, teamwork, and a little creativity along the way!

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. https://www.northwesternmutual.com/life-and-money/how-much-you-should-have-in-a-529-plan-contribution-limits-and-maximums-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=529-plan-contribution&agentid=072541

10/16/2026

Happy Boss's Day to the best boss!

We appreciate the leader that you are and all of the work that you do for our team.

In the wise words of the second greatest boss,
“People say I am the best boss. They go, ‘God, we've never worked in a place like this before.’"
- Michael Scott

Sincerely,

Your team!

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

10/12/2026

Meet Michele Heinig – Bookkeeper & Office Manager ✨🎉

We’re excited to highlight Michele Heinig, an essential part of the DBJ Wealth Management team!

Michele joined DBJ in 2019, bringing years of experience from her family’s business where she worked across customer service, sales, payroll, and bookkeeping. Today, she plays a key behind-the-scenes role as our bookkeeper and office manager, helping keep our operations running smoothly with accuracy and care.

🎉 Michele’s diverse background and supportive team approach make her a reliable and valued resource within our firm.
Born and raised in Marcy, NY, Michele now lives in Newport with her partner Ed. She enjoys caring for their horses and farm animals and spending time with her children and four grandchildren, whom she is incredibly proud of.

Please join us in recognizing Michele and the steady support she brings to our team every day!

10/09/2026

October is Financial Planning Month.

In honor of an exciting month for us, swipe through to bust a few financial planning myths!

10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Address

19 Campion Road
New Hartford, NY
13413

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+13157315400

Website

http://www.dbjwealthmanagement.com/

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