Heritage Financial provides a variety of wealth management services for busy, successful individuals across New England from our headquarters located near Needham in Westwood, Massachusetts. Our highly personal approach combines detailed financial planning, diversified investment strategies, and meticulous oversight delivered by our skilled team of family-friendly and relentlessly thorough professionals.
Our process
From here to serenity
Complimentary Three Meeting Process allows you to road test working with us before you become a client
Discovery
You talk. We listen. We learn all about your goals, objectives, financial situation, and what keeps you up at night.
State of The Union
We provide an analysis of your current financial position and compare that to your goals and objectives.
Recommendations
We present a detailed financial plan with custom recommendations and investment strategies.
Frequently Asked Questions
Our closest office is in Westwood, MA. We also have offices in Woburn, MA and Rockland, MA.
We work well with clients who engage actively with us during the financial planning process and who share our philosophy. We encourage our clients to be involved and have a point of view. After all, it’s their vision we are pursuing. We encourage frequent in-person meetings at one of our offices in Westwood, Woburn, or Rockland, MA, though virtual meetings are an option if requested. Most of our clients fit into one of these categories.
Clients that need our level of financial planning and investment services typically have at least $1 million in investable assets. Regardless of asset size, we focus on making a philosophical and personality fit.
What Our Clients Say
We feel very fortunate that we chose Heritage to be our financial managers. We know our savings are in good hands.
Kathy & Gary , Massachusetts
Over the years that I have been a client at Heritage, they have done a superb job of listening to my financial goals, and helping me achieve them. Thanks to them, and all things being equal, my retirement is and will be calm, financially sound, and will allow me to remain as independent as I wish. I value their insight, respect their continuing research, and appreciate that they continuously study to remain informed and current about the markets and the financial future we can all look forward to.
Sue , Massachusetts
Mary and I have long thought that one of the best things we have done is to use Heritage Financial to take care of our financial affairs. In that regard, we feel Heritage Financial is doing an excellent job and quite frankly, we sleep well at night without any money worries. But more than that, we have met very nice, friendly, professional people at Heritage. Mary and I value these relationships very highly. The service that you both provided me today is deeply appreciated and more “frosting on the cake”.
Heritage Clients , Massachusetts
Our experience with Heritage Financial services, has been nothing short of admirable. We have been with Heritage Financial for a long period of time, in which we’ve developed a strong and lasting relationship and friendship with many of the wealth advisors there. The advisors have been kind, honest, trusting and compassionate. Their advice has helped us make important financial decisions. We have recommended Heritage Financial to many of our friends, and family, and we will continue to recommend them.
Heritage Clients , Massachusetts
Peace of mind and a feeling of security is what all of us wish for as each year flies by during these uncertain times. I wish I had not waited until 2019 before enlisting the help of HFS, but better late than never!
The team at HFS is approachable, accessible, professional and they can explain even the most complex financial topics in laymen terms. The HFS team practices the perfect blend of the science as well as art of financial planning. I thank them for taking me and my family on as clients!
From a grateful client and her entire family , Massachusetts
This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.
Awards & Recognition
Selection criteria used to award each of these recognitions is available by clicking on the award logo. Heritage paid for the right to use Barron's and Forbes logos and to access premium website features.
