we'll send you a link to set up a 30 minute call or Zoom to discuss your specific situation.
that works for you and we will see you then!
to discuss your situation and ask any questions
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Each of us have 12+ years of experience in financial planning, investment management, and tax. Before starting Heritage Wealth, we each spent time at some of the largest investment firms in the country.
According to Vanguard, working with a good financial advisor could help your money grow up to 3% more each year. Here's the study.
Our fees range from .5% - 1.25%/yr of assets managed by Heritage Wealth. Fees can vary based on the scope and complexity of each clients needs.
Our firm uses Altruist and/or Charles Schwab to hold client investment accounts. You’ll be able to view your accounts on your desktop or mobile device.
2-3 times per year to review your investments, taxes, and overall retirement plan. We’re always available by phone or email when you need something between meetings.
Yes. We have two tax professionals on our team (Enrolled Agents). If you already have a tax professional you enjoy working with, you can stick with them. We’ll work closely with them to make sure everyone is on the same page.
Yes. Our team is comprised of credentialed advisors who are all fiduciaries. We have some of the highest credentials in the fields of financial planning, investment management, and tax - CFP®, CFA, Enrolled Agent, CPA.
By contacting us today, you’re making an important move towards achieving your financial goals and protecting your hard-earned wealth. Your journey with Heritage Wealth starts now!