About Heritage Heritage Wealth Management, LLC was founded on the principles of integrity, experience, and trust. We understand that high net worth investors often need sophisticated advice and strategic guidance to capitalize on opportunities to grow, preserve, and transfer their wealth. As a company, our goal is to enhance our clients' quality of life through the attainment of their financial goals and aspirations. We recognize with prosperity comes responsibility, and in today's vast market of wealth solutions, feelings of indecision and anxiety are very common. Heritage aims to deliver a sophisticated process relieving our clients of the significant challenges in managing their own wealth and to simplify the complexities associated with high net worth. We realize that in addition to their investment assets, our clients entrust us with the future and well-being of their families. The awareness of this responsibility, as well as a commitment to developing and maintaining long-term relationships, is what sets Heritage apart. Heritage Wealth Management, LLC is an independently owned Registered Investment Advisor.