Heritage Wealth Architects takes the hassle and stress out of managing your ﬁnancial well-being. So you can dedicate your time to the things that matter most to you.
Our team-based approach to managing your portfolio provides the beneﬁt of many years of collective experience. And reinforces our commitment to the tenets of strength, integrity and flexibility.
Because we are fee based, we continually strive to add value to the services we offer you. Bottom line: As your ﬁnancial partner, we’re only successful when you are.
The key to long-term ﬁnancial security is having a process to achieve it. So we take the time to understand your ﬁnancial situation and future desires. Then we custom design a flexible plan to take you from where you are to where you want to be.
Your plan will integrate a financial mission, goals and objectives into one cohesive program that allocates financial resources consistently. We take a long-term, purpose-driven perspective.
Our commitment to your success doesn’t end when we deliver your ﬁnancial plan. In fact, it’s just beginning. We’ll meet often to review your goals, chart your progress, discuss market changes and make tactical adjustments to keep you on track.
You work hard for your money. Your money should return the favor. That’s why we take the time to listen carefully and develop an investment policy statement that’s unique to you.
Then we seek out the right investments that strike a careful balance between returns and acceptable risk. Plus we take into consideration other factors, such as liquidity, time horizon and taxability, to name just a few.
Integrity is the foundation on which Heritage Wealth Architects is built. And the investments we choose share that quality. We don’t follow the hottest trends. Instead, we take a buy-and-hold approach, continually monitor your portfolio and make changes only when they make sense.
Small Business Planning and Consulting
For many small-business owners, their personal and business ﬁnances are inextricably linked. So our dedication to your success extends to your business as well.
As your trusted partner, we provide expert ﬁnancial advice to help your business thrive. Everything from choosing the right capital formation and minimizing taxes to performing business valuations and advising on employee or family member buy-outs.
We’ll clarify the big picture. We’ll analyze your business structure, review your competitive situation, evaluate your strategic initiatives—even help you appraise potential business opportunities.
Your business is one of your largest investments. We’ll make sure it receives the attention and commitment it deserves.