In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

Meet the Team

Your relationship with your wealth manager is very personal. You should know whom you’ll be working with and what kind of people we are. Here are introductions to the Heritage team members, each of whom embodies our culture of  “tireless devotion to clients”.