Hi, I’m Joe Arsenault, Wealth Manager at 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 781-619-1316, email me at jarsenault@heritagefinancial.net, or schedule an initial conversation on my calendar.

You can learn more about me here.

Our website has a lot of great information to help you decide whether Heritage is the right fit for you. Some recommended landing spots are:


My favorite thing about our firm is that we meet with prospective clients 3-4 times before they’ve even hired us. At no cost to them, we build a plan and give them our professional assessment of their financial picture.  This page explains that process for you, or watch this 1-minute video.


If I were you, I’d want to know what to expect from the firm: how we charge, if we’re a fiduciary, what services we provide. Answers to those questions and more can be found 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 Barron's. See all our recognition here.

Heritage Financial Overview: Watch >

If you like what you’ve seen

Awards & Recognition

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