Our firm
Heritage Wealth is an independent financial advisory firm located in Naperville, Illinois. Our mission is to provide exceptional education and advice to people approaching retirement.
Meet the team
David Fortosis, CFP®
Owner & Lead Advisor
Charles Freeman, CFA, EA
Chief Investment Officer
Tracy Furman
Tax Director
Jeff Goodman
Retirement Income Specialist
Where we work
We serve clients in person and virtually. If you're nearby, we'd love to meet in person at your home or at our office. Many of our clients are located in Naperville, Lisle, Geneva, Chicago, Wheaton, West Chicago, St. Charles, Glen Ellyn, and Winfield.
Frequently asked questions
Heritage Wealth has been serving clients for over 30 years, providing comprehensive financial planning, investment management, and tax services to families approaching and in retirement.
We charge a flat percentage of the assets we manage only on the first $2M invested. Anything above that, and your fee is capped. Tax planning, preparation, and filing are included in our fee. We believe this is extremely fair to our clients.
Your accounts are held at a third-party custodian, not with Heritage Wealth directly. This provides an additional layer of security and transparency for your investments.
We schedule regular check-ins throughout the year to review your plan, discuss any changes in your life, and make adjustments as needed. Most clients meet with us quarterly, but we're always available when you need us.
Yes! Tax planning, preparation, and filing are included in our fee. Our in-house CPA and Enrolled Agents will prepare and file your return. If you already love your accountant, we'll collaborate with them and discount your Heritage fee accordingly.
Yes, Heritage Wealth is a registered investment adviser and we operate as a fiduciary. This means we are legally required to act in your best interest at all times.