Wealth Management Advisors in Needham, MA

Heritage Financial provides a variety of wealth management services for busy, successful individuals across New England from our headquarters located near Needham in Westwood, Massachusetts. Our highly personal approach combines detailed financial planning, diversified investment strategies, and meticulous oversight delivered by our skilled team of family-friendly and relentlessly thorough professionals.

Needham ma
Our process

From here to serenity

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

  • 1
    Discovery

    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
    Recommendations

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

Frequently Asked Questions

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.