"Spring is the time of plans and projects."

Heritage Update

Private Market Investing

A successful investment strategy often begins by identifying how much risk to take by way of exposure to equities, which represent a direct economic stake in the finan­cial outcomes of publicly traded companies like Walmart, McDonalds, and Apple. But what about privately held companies that do not have shares listed on public exchanges? Investing in private markets differs significantly from public markets and comes with unique circumstances that investors should carefully navigate. Therefore, it is crucial to work with a trusted financial professional who can guide you through the complexities of private markets, to determine if they should play a role in your portfolio. For more, see our article titled “Keeping It Private.”

Local Community Involvement

Heritage will be a sponsor for the 2024 Nova Southeastern University Scholarship Fishing Tournament. The tournament will take place on Saturday, April 20th out of the Bahia Mar Marina. All proceeds from the tournament are put towards the NSU Fishing Tournament Scholarship Fund, which funds research and the education of scholarship recipients.

Spring Is in the Air

The season of spring blooms with new beginnings and growth, and just like nature’s renewal, it is a good time to take a fresh look at your finances. Like a garden needs tending, so does a financial plan to ensure everything is in tune with your goals and wishes. If you do not already have a knowledgeable financial professional in your corner, consider teaming up with a trusted advisor at Heritage to help navigate the complex financial landscape ahead.


Employee Profile

Cara M. Grassi

Cara M. Grassi

Operations Associate

Heritage welcomed Cara Grassi to the Operations Team in July 2022. She has a bachelor’s degree in criminology from Florida State University. One of her primary roles is onboarding new accounts as well as working closely with Michelle Chin to help support the Wealth Managers and their clients. When she is away from the office, she enjoys spending time with her family, friends, and pets.