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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: June 23, 2022

The Morning View: June 23, 2022

From our colleagues at our sister company, Argent Trust: In this morning’s data, Initial Jobless Claims were 229,000 for the week ending June 18th, slightly higher than expected.  In addition, Continuing Claims were 1,315,000 for the week ending June 11th, which is...

Argent Gives Back: Tiffany Abshire

Argent Gives Back: Tiffany Abshire

Tiffany Abshire Trust Administrator, Lake Charles 1| Which nonprofit are you passionate about serving? Big Brothers Big Sisters History: For almost 40 years, Big Brothers Big Sisters of Southwest Louisiana has operated under the belief that inherent in every child is...

How to Live a Generous Life

How to Live a Generous Life

Over the past 24 years I’ve worked in the legal, financial services and nonprofit sectors. In that time, I’ve seen incredible examples of generosity, and often from very unexpected sources. But proof of the incredible generosity of Americans isn’t just limited to the...

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