Hereditas is Latin for heritage. Like a family quilt, wealth can be passed from one generation to the next. Whether you are the first to begin a tradition or one of many, we want to acknowledge where you have been, where you are, and where you are going. Our team has its own legacy starting with Richard Lazer who served clients in the financial industry for over 50 years. As a founding member of our team, he helped us build a foundation of hard work, communication, and placing our client’s best interests first before retiring in 2018. We continue to honor our roots as Hereditas Wealth Management in 2023. Our time-tested process for building, managing and monitoring a customized financial plan begins with goal-setting. But it’s an ongoing cycle, a living plan that requires attention and consideration, and when appropriate, adjustments to stay aligned with your life.