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


Market Update – August 2022

Market Update – August 2022

The Month At A Glance US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained 2.4%, which was by far their best month in 2022 Inflation (CPI) in June registered a hotter-than-expected 9.1% US GDP was negative for the second straight...

The Morning View: August 5, 2022

The Morning View: August 5, 2022

From our colleagues at our sister company, Argent Trust: Announced this morning, the economy added 528,000 jobs in July, much higher than expected and the previous month was also revised higher. The Education and Health Services industry remained strong, while the...

Retirement Times August 2022 Newsletter

Retirement Times August 2022 Newsletter

August 2022 This month's Retirement Times discusses the following: Keeping Retirees in Your Retirement Plan Helping Employees Pay Down Student Debt Revenue Sharing Decisions Participant Corner: Have You Done Your Homework On Retirement? Download the Retirement Times...

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