Growth Rooted
In Trust
We bring an unbiased approach to protecting, managing and growing your wealth.
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: April 15, 2021
Announced this morning, Retail Sales for March increased 9.8%, much higher than expected. Sporting Goods & Hobby stores, and Motor Vehicle & Parts dealers were all up more than 15% in the month, while Food & Beverage (grocery) stores were relatively flat....
Women, Let’s Get Talking About Finances and Wealth Management!
Women often do not think of their financial situation until they’re no longer riding shotgun. For centuries, a woman’s traditional role has included homemaker and caregiver for her children or aging parents – and financial planning and wealth management usually was...
Argent Employee Spotlight – Jill Nalty
Meet Jill, who is with Argent Trust in New Orleans and has been with us for 2 years. Q. What led you to Argent and what makes it unique? A. Louisana based company Q. Why do you enjoy working at Argent? A. I enjoy the people and the “small company” feel Q. What...