How We Work

At Heritage, our success depends upon a detailed understanding of each of our clients. The backbone of our strategy is an in-depth discovery process, allowing us to best understand your values, goals, and concerns. We recognize that your financial future represents a significant emotional investment, but we also know that it is critical to manage that future with logic and process rather than emotional reactions. The Heritage team will create a detailed road map tailored to your unique situation, supported by a globally diversified investment strategy that never relies on market timing.

Of course we can’t predict the future of capital markets, but we can assure you that a future with Heritage will be a guided partnership based on respect, investment expertise, and action in your best interest. At Heritage we pledge to always provide objective and astute guidance based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine.

That objectivity and discipline further extends to the way we manage our business:

  • We are a fiduciary, bound by law to put your best interests above all else.
  • We ensure independent oversight of your assets by holding all client accounts at third-party custodians.
  • Our fees are based on assets under management; hence, our interests are aligned with yours.

The heart of what we do lies in helping our clients achieve their goals and obtain the peace of mind that a successful financial plan provides.