An investment strategy tailored to your needs

With CFA® (Chartered Financial Analyst) and CAIA® (Chartered Alternative Investment Analyst) designations, our Boston-based investment and trading team collaborates with a nationally recognized institutional investment consultant with more than 100 investment professionals to execute a complete investment strategy that aligns with your long-term financial plan while maintaining flexibility to adjust to new opportunities or risks that come with changing markets.

Going beyond traditional stocks and bonds

Our approach goes beyond stock and bond investments. In today’s environment, less traditional investments like dynamic bonds, real assets, alternatives, and private investments are all important sources of return and risk management. When building your investment strategy, our goal is two-fold:

To maximize your return potential for your unique situation and risk tolerance:

To help you keep as much of that return as possible:

We communicate the results clearly,
so you’re always apprised of where you stand.

Our process

From here to serenity

Complimentary Three Meeting Process allows you to road test working with us before you become a client

  • 1


    You talk. We listen. We learn all about your goals, objectives, financial situation, and what keeps you up at night.

  • 2

    State of The Union

    We provide an analysis of your current financial position and compare that to your goals and objectives.

  • 3


    We present a detailed financial plan with custom recommendations and investment strategies.

Learn About Who We Serve

What Our Clients Say

This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.

Awards & Recognition

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