Thank you for considering our services. After a tumultuous year for the markets and economy in 2020, more people are turning to experienced advisors to help them manage their wealth. I hope we can do the same for you.
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:
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.
For more on how to find the right financial advisor for you, please check out this resource.
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 video explains that process for you.
You can learn more about my background here.
Check out my personal finance blog “The Boston Advisor.”
Or, get even more detail in my personal finance book, “Beyond the Basics, Maximizing, Allocating and Protecting Your Capital.”
Like what you’ve seen? Let’s talk!