What We’re About

Four Ways We’ll Improve Your Quality of Life

In 1995, we established Heritage Financial. Since then, we’ve built a team of over 35 professionals and a reputation as one of the country’s finest wealth management firms. Today, we serve in a fiduciary role to more than $2 billion in client assets. Here are four ways we will work to improve the overall quality of your life.

  • 1

    You’ll see your financial picture transform from lots of isolated parts into one integrated whole.

    Finances are complicated – investments, taxes, retirement planning, estate planning, cash flow, insurance, philanthropy. All these areas intersect. We help you structure and integrate them into a single, streamlined plan. With both big-picture strategy and detailed execution covered, we anticipate your needs and you move into a position that allows you to always stay one step-ahead with your money.

  • 2

    It’s going to feel like working with family (or your closest friends).

    This stuff is personal, and we’re going to become very close with you and your family. The way we see it, you’re more than a client. You’re a person, with responsibilities, passions and aspirations. The better we know you and your family, the better we are at conceiving and implementing professional financial planning strategies that propel you where you want to go. We select our Heritage team members to deliver this rare blend of professionalism and warmth. You won’t just enjoy the benefits of our work – you’ll enjoy working with us.

  • 3

    You’ll finally stop second-guessing.

    With some professional relationships, you still wonder if you are in the right place, doing the right thing, with the right people. You’re not going to waste another minute second-guessing. Early on, our partners steered away from the impersonal layers and conflicts of interest of the big banks. Instead, they chose to align their interests tightly with those of Heritage clients. They are directly involved in the business, so supporting clients remains our undiluted focus. The entire Heritage team shares the same uncompromising independent spirit.

  • 4

    You’ll feel the emotional lift our caliber of support delivers.

    Imagine feeling listened to, supported, and confident in your future. Imagine the stress just melting away. Even before we’re officially engaged, clients often tell us we’re asking questions no one has asked before. Digging deep into your details is the only way we know to craft a sophisticated, highly customized plan on your behalf. We combine our love of precision with insights and judgment honed through more than 25 years of delivering world-class guidance to Heritage clients.

What Our Clients Say

This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.