Who We Are

Heritage Investment Group provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. Since 1993 we’ve built our firm on a strong foundation of family and friendships with guiding principles of ethics and integrity. As independent advisors, we are fiduciaries bound by law to put our clients’ interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them.

 We Help Our Clients To:

  • Enjoy their wealth
  • Protect their lifestyle
  • Plan for retirement
  • Provide for their loved ones
  • Effect charitable giving
  • Build a legacy