Heritage uses an integrated investment, tax and estate planning strategy to enhance our clients' lifestyle by maximizing their wealth, managing risk and liberating them from the burden of day-to-day money management.
Heritage Investment Group is a fee-only Registered Investment Advisor providing
investment and wealth management solutions to high net worth investors, family trusts,
charitable foundations and qualified plans. Heritage was founded in 1993 to serve the portfolio
management needs of the clients of a well-established estate planning law firm in South Florida.
It has since grown to serve individual and institutional clients throughout the country.
Our goal is to help you to enjoy your wealth by reducing the burden of making investment decisions and
by providing an ongoing, multi-generational service to you and your family. We have experts
in the areas of portfolio management, tax management and advanced wealth transfer
planning. These professionals will work as a team to create a unified wealth management
experience. This process allows you to achieve your goals by alleviating the complexities of investing and
entrusting Heritage to act as your financial director.
Heritage works for you on a fee-only basis. Unlike brokerage firms, we have no commission
incentive, or any other compensation arrangements that could compromise our objectivity.
We are guided by our integrity to act in the best interests of our clients at all times.