“The secret of getting ahead is getting started.”

Heritage Update

New Year, Same Investment Principles

Although 2018 ushers in a new year, Heritage remains committed to the investment principles its business was built on almost 25 years ago. We incorporate custom financial planning into a well-diversified, regularly re-balanced portfolio and are never influenced by the media machine. Our New Year’s resolution is to once again commit to helping make our clients’ financial futures a success.

New Year’s Resolutions

Every year, over 40% of Americans make New Year’s resolutions. But, by the second week in February, 80% have failed to keep them. By year end, a mere 8% of people have successfully stuck to their resolution. Better health and losing weight are the top resolutions, followed by saving more and spending less. If your New Year’s resolutions include financial objectives, a trusted financial advisor can help you make, and stick to, an investment plan tailored to your personal goals.

Community Connections

Our Chief Investment Officer, Tim Slattery, continues his role as an adjunct professor, teaching a course in philosophy at the University of Tampa during the Spring semester. Fred MacLean, Jr. has been a longtime member of the board of the Hillsboro Lighthouse Preservation Society, and is currently involved in the annual fundraising gala scheduled for March 2nd.

Employee Profile

Jeff Realejo, CFP®

Jeff Realejo, CFP®

Associate Wealth Manager

Heritage welcomes our newest employee! Jeff joined Heritage in October 2017 as an Associate Wealth Manager. He is a CERTIFIED FINANCIAL PLANNER® practitioner and has a Bachelor’s degree in finance. Originally from Connecticut, Jeff now makes his home in Sunrise. He enjoys travel, golf, and other sports.