“I am grateful for what I have. My thanksgiving is perpetual.”

Heritage Update

Giving Thanks

As we approach this holiday season, we are grateful for the relationships we have built over the past 25 years. Thank you for allowing us to participate in your financial lives. Our goal is to provide peace of mind so that you and your family can enjoy the things that matter most. We wish all of our clients and their families very happy holidays!

Expressions of Gratitude

Giving back is our way of sharing in what we have and as such, Heritage is participating in various charitable events this holiday season. Assembling personal care packages for families of children receiving care at the Conine Clubhouse at Joe DiMaggio Children’s Hospital, and honoring our deceased veterans by participating in Wreaths Across America are just some of our expressions of thanks.

Achieving Your Goals

A secure financial future is what we all strive for. For the past 25 years, Heritage has worked to help our clients make their dreams a reality. We have consistently applied an unemotional investment process and comprehensive financial planning to help our clients achieve their financial goals. Markets can be unpredictable; results don’t have to be.

Employee Profile

Ian McCarver

Ian McCarver

Controller and Partner

Ian McCarver is a partner at Heritage and the firm’s Controller. Having started with the firm in 1994, Ian now manages a number of executive functions and has a deep commitment to our clients and our employees. An avid Florida State fan and alumnus, he can often be found cheering on the Seminoles. Ian is an active member of the local Rotary Club and resides in Lighthouse Point with his wife and daughter.