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: May 17, 2022

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

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...

Interested in speaking with

one of our experts?