Joe Heider's latest company to focus on succession planning in the wealth management industry

Joe Heider’s latest company to focus on succession planning in the wealth management industry

Posted January 12, 2015

Scott Suttell of Crain’s Cleveland Business quotes Joe Heider, president of Cirrus Wealth Management, in a post about the launch of the new firm and Heider’s plans to focus on succession planning.

financial advisor, wealth management