“If I have noticed anything over these 60 years on Wall Street, it’s that people do not succeed in forecasting what’s going to happen to the stock market.”

Heritage Update

Improved Operational Efficiency

Heritage continues to move forward with the implementation of new trading and portfolio management software. Of particular interest, these new platforms will allow improved client access to portfolio information.

Industry Presence

Heritage belongs to local and national industry groups which meet regularly to exchange ideas and to stay current on the most important issues relevant to our firm – and most importantly – to our clients.

Happy New Year

As Heritage begins its 23rd year in business, we want to send best wishes to all for a Happy New Year and a healthy 2016.

Employee Profile

Melissa Garcia

Melissa Garcia

Operations Associate

Melissa has been part of our operations team for over a year now and has contributed to both new ideas and greater efficiency within the day-to-day functions of the firm. She has taken a lead role in the implementation of our new trading and portfolio management software programs. Melissa is new to the area and recently became a first-time homeowner! She says, “I am thrilled to be part of the local community and look forward to becoming more familiar with the people and places in town.”