Insider

News, Information and analysis

In the financial world, there’s a lot to keep track of. Here’s a curated stream of financial intelligence and practical updates, prepared by us specially for Heritage clients.

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Every detail matters

In this brief video, Heritage founder Chuck Bean explains how our rigorous, client-first approach to wealth management can transform your finances, and your life. Watch >

2019 Year End Financial Planning Checklist

The following list is meant to help organize your year-end personal finances. Consider what items are important to you along with other goals to help communicate questions and concerns to your financial planning team. Provide Tax Returns: Heritage uses your tax return to update your financial plan and to analyze a variety of potential strategies…. More >

Heritage’s Chuck Bean featured in Barron’s Profile

Having recently been featured in both “Barron’s Top 100 Independent Financial Advisors” and inducted into “Barron’s Advisor Hall of Fame“, it’s natural that interest in Chuck Bean and how he has developed Heritage Financial Services into a top-performing wealth advisory firm has never been higher. Barron’s featured him in a new profile article written by… More >

Chuck Bean is now a Member of Barron’s Advisor Hall of Fame

We were thrilled to receive notification that Chuck Bean, CEO and Founder of Heritage Financial Services has been recognized as a member of Barron’s Financial Advisors Hall of Fame.  This award honors a group of advisors who exemplify long-term success and commitment to their clients.  Each member of the Hall of Fame has appeared in… More >

Heritage Investment Review September 30, 2019

Introduction A good financial advisor focuses on appropriate timeframes when discussing investment results which are best measured over periods of ten years or longer—and we will focus on long-term themes in this investment review. However, we will begin with a brief update on year-to-date asset class returns. Source: Morningstar, Inc. Investing in stocks and bonds… More >

Heritage Presents “Assembling a Top Advisory Team” at Barron’s Summit

Recently Heritage leadership, including Founder and CEO Chuck Bean, President Sammy Azzouz, Managing Partner Jim Scally, CIO Bob Weisse, and Compliance Manager Jennifer Watson presented Assembling a Top Advisory Team to Create Scalability and Superior Service at the Ritz Carlton, Boston as part of Barron’s 2019 Advisor Summit. The presentation was a vital component of… More >

Forbes/Shook Research Recognizes Chuck Bean as Top 250 Wealth Advisor for 2019

For the third consecutive year Heritage Financial is proud to announce that Chuck Bean has been named to Forbes/Shook Research’s Top 250 Wealth Advisors for 2019. “I’m honored and humbled for our team’s recognition in being listed as one of Forbes’ top  250 wealth advisors in the nation. Our clients are the true beneficiaries of… More >

Heritage is recognized by Barron’s as one of America’s Top 100 Independent Wealth Advisors

Heritage Financial is pleased to announce Chuck Bean has once again been selected as one of America’s “Top 100 Independent Wealth Advisors” by Barron’s magazine for the ninth consecutive year.  This is the tenth year that Chuck has received this recognition. “I’m extremely proud of our firm’s accomplishments with this consistent recognition from Barron’s as… More >

Heritage Financial named to FA Magazine’s Top Advisor List for 2019

For the twelfth year in a row Heritage Financial Services has been named to FA Magazine’s Top RIA Ranking. This is an annual ranking that uses advisor assets under management (AUM), percentage growth in AUM, average assets per client, percentage growth in assets per client, and percentage change in the number of clients as the… More >

Heritage Investment Review, Second Quarter 2019

Introduction Global stocks and bonds compensated investors quite well over the first half of 2019.  The 12.17%1 global stock market rebound in the first quarter after the late 2018 rout accounted for the majority of the year-to-date return. However, the second quarter saw healthy, normal levels of returns accruing 2.85%1 for a first half-year total… More >

Heritage Financial Services, LLC Named to 2019 Financial Times 300 Top Registered Investment Advisers

Heritage Financial Services, LLC  is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research,… More >