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
Argent celebrated the formation of our new Royalty Trust division today with a visit to the New Your Stock Exchange to ring The Opening Bell! Our CEO Kyle McDonald had the honor of ringing the bell. Also on the platform were Chris Holtzclaw, Reid Harrel and his wife...
From our colleagues at our sister company, Argent Trust: Announced this morning, Personal Income increased 0.2% in December, as expected, and is lower than the previous month. Meanwhile, Personal Spending decreased -0.2% in December, slightly more negative than...
A New Year and a Crystal Ball • The S&P closed 2022 with a loss of 18.1%, the worst year since 2008. Returns year-to-date , have however, provided some temporary investor relief. • Consumer inflation levels continue trending downward following December’s CPI 6.5%...