“Emotions are your worst enemy in the stock market.”

Heritage Update

Take the Emotion Out of Investing

The stock market has always been one of the best places to invest for the long term. But uncertainty, volatility, and a constant barrage of media noise can make investors uneasy. At Heritage, we have deliberately designed and implemented an investment process that eliminates emotion and instead focuses on facts and investment discipline. It is what has allowed us to help meet our clients’ investment goals for over 25 years.

Industry and Community Involvement

It is a busy summer for Heritage. In July we will be participating in the Florida Bar’s annual Real Property, Probate and Trust Law (RPPTL) legislative update conference. Heritage is also sponsoring the Exchange Club’s “Strike Out Child Abuse” Bowling Tournament. Our own Jeff Realejo is on the board of the event. In August, we will be part of the Florida Bar Attorney and Trust Officer (ATO) conference held in Palm Beach. And congratulations to Craig Chuang, who was recently named President of the Trust and Estate Planning Council of Broward County.

Summer is  Finally Here

Summer is finally here and that means vacation for many of us. Vacation means family time together, reading a good book, enjoying the beach, or traveling to a treasured destination. However, your investment portfolio never takes a vacation. So while you are enjoying time off, rest assured that a well-structured, diversified portfolio is continuing to work for you.

Employee Profile

Joe A. Gitto, Jr.

Joe A. Gitto, Jr.

Director of Business Development

Joe joined Heritage in April 2019 as Director of Business Development. Joe is a seasoned professional and long-time entrepreneur who brings a unique depth of experience and extensive industry relationships. Joe’s passion for what we do is founded on his shared belief that helping families and business owners properly plan and manage their assets is key to investors’ long-term success and satisfaction. Joe and his family live in Winter Garden where Joe is active in the local community and is the founder of the soccer league FC Firestorm.