Chuck Bean

Hi, I’m chuck bean, founder of Heritage.

It’s always rewarding to receive a referral — especially from someone who has experienced first-hand our meticulous, highly personal approach to helping people manage their wealth. I hope we can do the same for you. Please call me anytime at 781-255-0214 or email me at to schedule an initial conversation.

Our website has a lot of great information to help you decide whether Heritage is the right fit for you. Here’s some recommended reading:

Our Process

I built this firm on the idea that we should deliver service above and beyond what people can find anywhere else. We meet with prospective clients 3-4 times before they’ve even hired us. At no cost to them, we build a detailed plan and give them our professional assessment of their financial picture. This page explains that process for you.


I want you to know exactly what you can expect from our firm: what services we provide, how we charge, our fiduciary responsibility to clients. Answers to those questions and more can be found here.

My background

You can learn more about me here.
I am pleased and proud to announce we have recently been recognized as one of America’s top financial advisors by both Forbes and Barrons.  Link here to see all recognition: here

To give you a sense of my approach to wealth management, here are some of my blog posts:
Video: Every Detail Matters Watch >
Every Journey Starts With a Single Step: The Story of Heritage Financial Read >
It Takes an Extraordinary Leadership Team to Reach Great Heights! Read >

If you like what you’ve seen, we should talk.