Heritage Investment

Heritage Investment Group was founded in 1993 to provide wealth management and investment guidance to high-net-worth individuals, families, charitable foundations, and qualified plans. We help bring clarity to your financial situation through logic and process rather than emotional reactions. This starts with an in-depth discovery process to understand your values, goals, and concerns. Next, with the understanding of your unique situation, we create a detailed plan tailored to address the matters that are most important to you and your financial future. Finally, we implement a globally diversified investment strategy based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine. 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. All services are fully available to our clients but may not be fully implemented depending on the facts and circumstances of their situation.