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

    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.

Frequently Asked Questions