Who We Serve

We work with individuals, families, and business owners whose busy lifestyle requires help in making sure that the important details related to their accumulated wealth don’t get overlooked. At Heritage, our mission is to make a positive and lasting financial impact on the people in our lives and those we serve through comprehensive wealth management.

Which One Is You?


You may not think of yourself as a “millionaire”, but your savings tell a different story. With the wealth you’ve accumulated, you can visualize the next chapter for you and your family. A second home, helping the kids with college, early retirement – whatever that next chapter looks like, you know that continuing to save, minimizing taxes, and investing appropriately are all important. But it’s not your area of expertise.

Corporate Executive/
Professional Service Provider

Your work is your passion. It’s what makes all your family goals possible. That’s where your focus needs to be. But your family’s finances have grown to the point where you need help making sure you are preserving your wealth by avoiding excessive taxes, properly titling assets, and considering investments beyond traditional stocks and bonds.  

Business Owner

Your business is your livelihood. It’s your greatest financial asset and where your expertise lies. But the wealth you’ve built requires expertise too. Soon you’ll be ready to turn your business into the nest egg that funds your family’s next chapter. You don’t have the time or expertise to make sure you are diversifying your wealth and maximizing the value of your business. 


You’re enjoying the fruits of many years of labor…finally. It wasn’t easy to retire, but now that you did you want to focus on family, friends, those bucket-list items, and giving back. It’s time for your portfolio to work for you, and that will require a partner that can make retirement seamless, mentally and financially.

Qualified Purchaser

You’ve accumulated significant wealth, with $5 million or more in investable assets. Your planning needs are complex, and your investments can benefit from opportunities in alternative strategies and private investments. More than ever, it makes sense to consolidate your financial planning and investment needs so you can rely on a single point of contact that can liaise and coordinate strategies with all your professional advisors.

Successful Woman

Whether you’re climbing the corporate ladder, building a business, nearing retirement, or working through a life transition like divorce or death of a spouse, we know relationship fit is important when it comes to your wealth. Maybe you prefer to work with other successful females. Perhaps you’ve deferred financial decisions to a spouse and now need to get more involved. It’s important for you to feel a connection to your advisor and know your financial future is secure.