Heritage Concierge Services


At Heritage, in addition to comprehensive wealth management, insightful investment management and a team of professionals dedicated to helping you achieve your goals there are also a number of concierge services that Heritage clients enjoy.

In some cases these concierge service partners have been assembled from the many professional relationships we have had the opportunity to work with for over twenty years. In others, it was Heritage clients who consistently mentioned services that outperformed expectations and delivered exceptional experiences.

With every Heritage concierge relationship, we have negotiated with these firms for our client’s benefit (Heritage is not compensated in any way). Feel free to explore our categories of providers and see if there is an opportunity to extend the value of your Heritage relationship with this select list of Concierge Services.



Thinking of getting away? Whether you’re a perpetual student of cultures in new parts of the world, an independent explorer of Africa, or have your sights set on that bucket list trip that includes all of your dreamed of locations, there are select Heritage Concierge program travel partners that can build your personal travel itinerary in just the manner you’d prefer. And with incentives including discounts, door-to-airport-to-door service, and even complimentary luggage, each of our travel partners is looking forward to hearing about your ideal trip!



Historically, excitement about the addition of a new car has been offset by the frustrations associated with dealer lot searches, intrusive sales agents, difficult purchase negotiations, and lackluster delivery. In the end, the transaction isn’t as enjoyable as it should be.

Heritage clients can enjoy the option of a shopping from home experience, with delivery of their selected vehicles to their driveway. Each of these vehicles can be test driven at leisure, reviewed for color and options, and evaluated using a fixed price, eliminating concerns about negotiations. Once clients have selected their vehicle they can complete their purchase in their own home (or office), and receive preferential treatment for all service calls including pickup/drop off loaner vehicles. It’s the better way to purchase a vehicle, and is a concierge service that we’re very excited to offer our clients.



Over the years, working with our clients we have had the opportunity to evaluate many real estate finance programs and have identified financial services organizations that have consistently delivered the strongest results. These finance offers have been rate and closing cost competitive, with straightforward processes and the operational strength to close transactions quickly and professionally.

Heritage has negotiated a program for clients that provides modest rate or fee offers and assures a very competitive program that will appropriately and competently deliver the critical funding required.



As your custodian, Charles Schwab & Co. Inc (Schwab) provides two different types of American Express cards that enable direct links to your Heritage account. These cards offer unique benefits, either in points or cashback rewards that will suit the preferences of every Heritage client.

With comprehensive travel benefits, including unique incentives with Uber, airline lounge discounts and significant points bonuses, or 1.5% cashback, let your Heritage relationship provide you with a credit card alternative that can bring you even more benefits!

*Incentives or reduced-fee offers may be made to Heritage clients as a direct acknowledgement of the Heritage referral relationship. Heritage Financial Services, LLC, is not directly affiliated with any of the Concierge service providers, does not participate in any discounts or incentives, and receives no remuneration of any kind from the referral relationship.

Awards & Recognition

Selection criteria used to award each of these recognitions is available by clicking on the award logo.