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 12 , 2021
Announced this morning, the Consumer Price Index increased 0.8% in April, much higher than expected, and is 4.2% higher on annual basis. Prices of Used Cars and Trucks were 10% higher in the month, while Energy prices fell. The core rate, which excludes prices for...
Monthly Market Update- Investment Commentary
May 2021 Equity markets notched their best month of the year in April. Most of the major asset classes were positive, with the U.S. dollar being the lone asset that lost value. However, unlike in the first quarter, larger-cap U.S. growth stocks led the charge upward....
Argent Employee Spotlight – Sherri Colvin
Meet Sherri, who is with Argent Trust in Ruston and has been with us for 21 years. Q. What led you to Argent and what makes it unique? A. When I applied for a job at Argent (The Trust Company of LA at the time), it was a blind ad in the local newspaper, this...