Growth Rooted

In Trust

Wealth Management that puts You First.


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


The Morning View: January 27, 2023

The Morning View: January 27, 2023

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...

Market Perspectives- January 2023

Market Perspectives- January 2023

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%...

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