Growth Rooted
In Trust
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
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
Insights
The Morning View: May 17, 2022
From our colleagues at our sister company, Argent Trust: In this morning’s data, Retail Sales for April increased 0.9% for the month, a bit less than expected, but the previous month was revised considerably higher. Motor Vehicle & Parts Dealers were strong...
32 years . . . 7 big lessons
This month we celebrate Argent’s 32nd anniversary as a company. What an adventure! Hard to believe we came into existence before Amazon, Netflix, or Google. When we started in 1990, gas was 76 cents a gallon and iPhones were still 17 years in the future! Typically, on...
How Female Donors Can Use Trusts to Fulfill Their Charitable Giving Goals
Women traditionally fill the role of nurturer in their families, and for some, that feeling of responsibility also extends to their communities through charitable giving. According to a 2017 study by the University of Zurich, women are more likely than men to engage...