“Excellence is doing ordinary things extraordinarily well.”

Heritage Update

The Many Are Smarter Than The Few

The “wisdom of the crowd” is the collective opinion of a group of individuals rather than that of a single expert. Markets work because the wisdom of the investment crowd sets stock prices efficiently. Heritage has generated real wealth for our clients by harnessing the power of that collective wisdom through a globally diversified investment strategy that never relies on market timing.

Investing In Our Community

Heritage employees continue to give back to our communities. November finds us participating in a fishing tournament to benefit Nova Southeastern University (the Halmos College of Natural Sciences and Oceanography) as well as supporting the St. Jude Fall Festival. In December, we will honor our deceased veterans by participating in the annual Wreaths across America event.

Happy Holidays

Heritage would like to wish all of our clients and their families a very happy holiday season! We thank you for allowing us to assist with the things that matter most to you and your family’s financial well-being. Yours is a relationship we value deeply, every day of the year.

Employee Profile

Stacy L. Bliss

Stacy L. Bliss

Wealth Manager

Stacy joined Heritage in 2006 as a member of our portfolio management team and he always has a warm welcome for clients and colleagues alike. Stacy lives in Boca Raton with his family; an avid golfer and tennis player, he is also very active in his church and his children’s school activities.