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What We Do:

Heritage Wealth Counselors' comprehensive Family Wealth Protection Process™ integrates your financial goals and values into a personalized estate, financial and wealth transition plan. Estate Planning and Implementation Services integrates the goals, visions and values into a personalized estate plan. Upon completion of the design phase, Heritage Wealth Counselors is prepared to assist in the implementation of the plan. Investment and Reporting Services encompasses a full suite of profiles, reports, statements and plans, utilizing varied methods of data collection, integrating disparate technological components and maintaining security, to provide aggregated customized single financial statements. Family Office Services aggregates net worth to a single balance sheet or income statement. Based on the family’s needs, Heritage can provide a full range of services including financial advisement, investment management, office and financial administration, trustee services, back-office services and lifestyle management services. Philanthropic Services provide experienced and expert guidance to meet your social capital legacy objectives.