Heritage Financial Services

Heritage Financial Services is an independent wealth management firm with $2 billion in assets under management. Heritage works closely with affluent families by coordinating and managing all aspects of their wealth, retirement, and financial security. Driven by core values of teamwork, integrity, and excellence, the team builds lifelong relationships with clients and their other trusted advisors to help simplify, organize, and instill confidence in their often-complex financial lives. Heritage Financial's mission is simple: to make a positive and lasting impact on the people in our lives and those we serve.