We help families successfully
transition their wealth along with their values to future generations
through our proprietary wealth counseling process.
Heritage Wealth Counselors, LLC
employs the Family
Wealth Protection Process™
to provide proprietary services for preserving, growing and the
generational planning of wealth. Heritage Wealth Counselors is a
Registered Investment Advisory Firm that specializes in all aspects of
legacy, wealth, and estate transition for high net worth families.
Heritage Wealth Counselors consists of a
team of professionals and strategic alliances who bring extensive
experience to the wealth counseling practice. Under the leadership of
its CEO, Jack Sullivan, an industry-leading voice and practitioner of
wealth management, Heritage’s uniqueness focuses on providing an
unrivaled wealth protection process with discreet and personalized
Specializing in all areas of wealth and
estate transition planning, Heritage Wealth Counselors have been
successful in assisting a wide variety of families purposely transition
their wealth, enhance family unity and create significance in their
lives. Today, Heritage has administrative and financial oversight of
over $200 million of assets.
Why Heritage Wealth Counselors?
Heritage Wealth Counselors utilizes
a scaled-down support team and a new virtual platform to execute its
processes and help execute a family’s long-range planning. By
first working with the family through its one-of-a-kind guided
discovery process, Heritage Wealth Counselors then
determines values to provide a personalized estate, financial and
wealth transition plan.
Working closely with a family’s existing
financial advisors, Heritage implements its proprietary
reporting system to condense, review, monitor and verify
performance. Ultimately, Heritage Wealth Counselors provides its
clients with concise evaluation and advice
for all investments and assets including money managing, private
equity, hedge funds and real estate holdings as well as tax planning.