Heritage Financial Services

Heritage Financial Services is a Boston-based wealth management firm dedicated to providing highly personalized financial planning and investment services to busy, successful individuals. With offices in Westwood, Woburn, and Rockland, Massachusetts, our team of family-friendly and meticulously thorough professionals delivers detailed financial planning, diversified investment strategies, and rigorous oversight for clients with at least $1 million in investable assets.

Our Wealth Management Services

As a fiduciary, Heritage Financial Services offers a wide range of wealth management services tailored for affluent clients who value personal attention and expert advice. Our core services include financial planning and investing, as well as related ancillary offerings that enable our clients to protect and grow their wealth in a holistic manner.

*Financial Planning*: Our financial planning services go beyond the standard offerings provided by most wealth management firms. We analyze your entire financial landscape, addressing tax considerations, estate questions, investment choices, and other aspects that require a comprehensive approach.

*Investing*: We understand that your investment portfolio is a reflection of your risk tolerance, time horizon, and financial goals. By applying our time-tested investment strategies, we help you build a diverse portfolio that aligns with your specific needs. We monitor and adjust the portfolio to accommodate changing market conditions and your evolving personal situation.

*Integration and Execution*: Clients benefit from our proactive and meticulous approach to managing the intricate details of their financial lives. Our skilled professionals ensure that all aspects of your financial plan come together seamlessly, making the transition from planning to implementation as smooth as possible.

Who We Serve

Heritage Financial Services caters to accomplished individuals with at least $1 million in investable assets. Our clients include CEOs, business owners, and other successful professionals who seek personalized wealth management solutions that effectively address the unique challenges associated with significant wealth.

Meet the Team

At Heritage Financial Services, our relentless pursuit of comprehensive wealth management sets us apart. Our motivated and friendly professionals embody the firm's commitment to serving clients with the utmost care and dedication. By actively listening and fostering open communication, we cultivate deeply meaningful relationships rooted in mutual trust and transparency.

Heritage Financial Services Client Reviews

We're proud of the long-standing relationships and lasting friendships we've developed with our clients. Here's what they have to say about their experiences with our wealth management services:

"Heritage Financial has been managing our investments for many years. They provide strong principles, solid investment strategies, great communication, and a holistic approach that considers everything from investments, savings, and property to insurance, estate, education, and retirement planning. I wholeheartedly recommend Heritage Financial to anyone seeking trustworthy and detail-oriented wealth management services." - Joe & Patti, Massachusetts

"I'm a long-time client of Heritage Financial, and I highly recommend their services. Their highly coordinated team has met all of our financial needs with remarkable professionalism, responsiveness, and personalized attention. I've recommended Heritage Financial to many of my friends and family, and I will continue to do so." - Peter, Massachusetts