“Our most significant opportunities will be found in times of greatest difficulty.”

Heritage Update

Staying the Course

We are in an unprecedented time in history and the markets have reacted with extraordinary volatility. And while the circumstances driving the markets are different than in the past, one thing remains the same; investors would be wise to stay the course. At Heritage, our philosophy has always been to manage through all market cycles by establishing and maintaining a diversified, well-structured portfolio. Today is no different; a disciplined, unemotional approach to investing makes the most sense.

We’re Here to Help

Social distancing has perhaps become our “norm,” and it is this idea of staying away from one another that is at odds with our natural human tendency to want to connect. Fortunately, technology has allowed us to stay connected in a myriad of ways. As always, our clients remain our priority and we are available to you via phone, e-mail, and videoconference whenever you need us.

Spring is Here

Spring is typically a time that affords a chance to shake off the dust of winter and assess your plans for the year. Part of that planning should be a review of your financial plan. Making sure that your plan is properly structured to meet your long-term goals means that you can move ahead with confidence and peace of mind.

Employee Profile

Frederick R. MacLean, Jr., CFA, MBA, CFP®

Frederick R. MacLean, Jr., CFA, MBA, CFP®

President and Partner

Fred co-founded the firm over 25 years ago along with his parents, Fred and Sherry MacLean. Heritage was built on a solid investment process with a singular focus on real results, superior client service, and a commitment to the highest standard of ethics. That focus and commitment is very much part of the Heritage story today, as is a commitment to our local community. Fred and his family are very active in the Lighthouse Point community where Fred serves on a number of local boards and charitable organizations. As Heritage looks ahead to the next 25 years, the focus remains on helping people plan for their future.