Heritage Capital

At Heritage Capital, our story began over 30 years ago with a single mission: to help people retire with confidence. We've been dedicated to providing our clients with unparalleled service, expert financial planning, and active investment management to ensure their financial security. Our team of experienced professionals has been committed to building long-term relationships with our clients, understanding their unique needs, and providing personalized solutions to help them achieve their financial goals.

Our Team

Our team is comprised of experienced financial professionals who are passionate about helping individuals achieve financial freedom. We believe in taking a proactive approach to financial planning, and our team is dedicated to staying up-to-date on the latest market trends and regulations to provide our clients with the best possible guidance.

Our Fees

We believe in transparency and simplicity, which is why we operate on a fee-only basis. This means that our clients only pay for the services they receive, and we don't receive any commissions or incentives from third-party companies. We believe that this approach aligns our interests with those of our clients, ensuring that we're always working in their best interests.

Who We Serve

We serve individuals and families who are looking for personalized financial guidance and expert investment management. Our clients are typically individuals who are nearing retirement or have already retired, and are seeking to protect and grow their wealth. We also work with individuals who are going through significant life changes, such as divorce or inheritance, and need guidance on how to manage their finances during these transitions.

What We Do

Our services are designed to provide our clients with comprehensive financial planning and investment management solutions. We offer active management strategies, which involve actively monitoring and adjusting our clients' investment portfolios to ensure they're aligned with their goals and risk tolerance. We also provide financial planning services, including retirement planning, estate planning, and tax planning. Our goal is to provide our clients with a holistic approach to financial planning, ensuring that all aspects of their financial lives are working together to achieve their goals.

Our Approach

Our approach is centered around providing personalized service to our clients. We believe in taking the time to understand our clients' unique needs and goals, and developing customized solutions to help them achieve financial success. We're committed to being proactive and responsive, ensuring that our clients always have access to the guidance and support they need. Our approach is built on three core principles: active management, comprehensive financial planning, and unparalleled service.