Wealth Management that puts You First.
FIDUCIARY-BASED WEALTH MANAGEMENT
Building Financial Legacies
for Future Generations
With a wide range of fiduciary-based services and resources, our advisors are ready to sit down for a conversation to see how we can help you achieve your goals.
Heritage is part of a leading, independent, fiduciary wealth management firm.
Our mission is to serve our clients, which means that we:
- Serve as a fiduciary, always acting in your best interest
- Are thoughtful, independent and objective
- Provide a wide array of wealth management solutions
- Commit to excellence in every phase of our relationship with you
- Offer a highly customized client experience through committed and empowered professionals
Latest News & Resources
Announced this morning, Retail Sales for May decreased -1.3%, a bigger drop than expected. Clothing & Accessories stores were strong during the month, while Building Materials and Motor Vehicles & Parts stores were among those that were weak. The Control...
Many people who’ve heard of prenuptial agreements think of them as only necessary for ultra-wealthy celebrities — people like Kanye West, who memorably turned “We want prenup” into a chant in his 2005 single “Gold Digger.” But contrary to popular belief, even...
Newly-hired Fort Worth Mineral Manager Talks Trends in the Industry, Future Oil and Gas Outlook-Travis Gist
A new Fort Worth-based mineral management leader said his outlook is positive for the oil and gas industry after a rough 2020. Travis Gist, who was recently hired to lead Argent Financial Group's mineral management division in Fort Worth, as more private equity firms...