The Often-forgotten Piece
There’s a lot of connective tissue between planning and investing and the rest of your financial infrastructure. Unlike other firms, we get directly involved in it all. We don’t just theorize or make strategic recommendations and walk away — we help you execute, down to the fine details.
The degree to which we follow through is a fundamental difference between us and most other wealth managers you’ll meet:
- We review your estate plan together with your estate attorney.
- We work closely with your accountant, review your tax returns every year, and contribute to year-end tax planning.
- We analyze your insurance coverage, including homeowners, auto, life, disability and long-term care.
- We help coordinate your philanthropy and identify the best ways for you to give to your charities of choice.
- We oversee debt refinancing and help coordinate bridge loans for real estate transactions.
- We help you monetize real estate, business interests, hard assets, artwork and more.
- If you need expert resources in any of these areas, we’re happy to make recommendations from our network of trusted professionals. We serve as the nerve center, coordinating everything and facilitating crisp communication so nothing falls through the cracks.
Every single detail matters.
There are many different levels of wealth management service. Ours is as meticulous and hands-on as it gets. You can rely on our constant vigilance today, and for perpetuity.
Our process
From here to serenity
Complimentary Three Meeting Process allows you to road test working with us before you become a client
Discovery
You talk. We listen. We learn all about your goals, objectives, financial situation, and what keeps you up at night.
State of The Union
We provide an analysis of your current financial position and compare that to your goals and objectives.
Recommendations
We present a detailed financial plan with custom recommendations and investment strategies.
PERSONALIZED WEALTH MANAGEMENT FOR BUSY, SUCCESSFUL PEOPLE
To get the ball rolling, send an email to hfsletstalk@heritagefinancial.net. Or, if you prefer, you can fill out this simple form.
Learn About Who We Serve
What Our Clients Say
We feel very fortunate that we chose Heritage to be our financial managers. We know our savings are in good hands.
Kathy & Gary , Massachusetts
Over the years that I have been a client at Heritage, they have done a superb job of listening to my financial goals, and helping me achieve them. Thanks to them, and all things being equal, my retirement is and will be calm, financially sound, and will allow me to remain as independent as I wish. I value their insight, respect their continuing research, and appreciate that they continuously study to remain informed and current about the markets and the financial future we can all look forward to.
Sue , Massachusetts
Mary and I have long thought that one of the best things we have done is to use Heritage Financial to take care of our financial affairs. In that regard, we feel Heritage Financial is doing an excellent job and quite frankly, we sleep well at night without any money worries. But more than that, we have met very nice, friendly, professional people at Heritage. Mary and I value these relationships very highly. The service that you both provided me today is deeply appreciated and more “frosting on the cake”.
Heritage Clients , Massachusetts
Our experience with Heritage Financial services, has been nothing short of admirable. We have been with Heritage Financial for a long period of time, in which we’ve developed a strong and lasting relationship and friendship with many of the wealth advisors there. The advisors have been kind, honest, trusting and compassionate. Their advice has helped us make important financial decisions. We have recommended Heritage Financial to many of our friends, and family, and we will continue to recommend them.
Heritage Clients , Massachusetts
Peace of mind and a feeling of security is what all of us wish for as each year flies by during these uncertain times. I wish I had not waited until 2019 before enlisting the help of HFS, but better late than never!
The team at HFS is approachable, accessible, professional and they can explain even the most complex financial topics in laymen terms. The HFS team practices the perfect blend of the science as well as art of financial planning. I thank them for taking me and my family on as clients!
From a grateful client and her entire family , Massachusetts
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.
