"Hating the government is not an investment strategy."
– Brian Levitt

Heritage Update

The Only Constant is Change

Markets have been extremely volatile this year, and uncertainty remains a constant. At Heritage, we have built our planning process around resiliency and discipline. We know the only thing we can count on is change and our firm has deliberately focused our efforts on helping your financial plan meet its goals through every type of market environment.

Industry Happenings

Heritage continues to sponsor and participate in various industry events, now being held virtually around the state. We remain sponsoring members of the East Coast Estate Planning Council and The Florida Bar Real Property Probate and Trust Law Section, in addition to other important industry organizations. That collaboration allows us to bring the most current information to our financial planning efforts.

Stronger Together

Florida has been in the crosshairs of the COVID-19 pandemic for some time, and the challenges we have all faced have been difficult. Throughout this entire period, our business has continued uninterrupted, and we have been able to deliver the service our clients have come to expect from Heritage. Please know that our entire team is always here to help.

Employee Profile

Veronica Plancarte

Veronica Plancarte

Operations Associate

Veronica is a key member of the firm’s operations team, having joined Heritage in 2012. She brings a diversified skill set to the team and provides substantial support to our portfolio management group and more importantly, to our clients. Veronica holds a bachelor’s degree from the University of Florida, a Doctorate in Psychology from Baylor University, and is also fluent in Spanish. Veronica and her husband live in Lighthouse Point with their two children and enjoy spending time with family and friends.