Investment Management


Asset Allocation


Heritage Financial Consultants provides family and individual wealth management services that aim to help preserve and enhance your wealth.  The success of a portfolio is directly tied to the investment plan that is developed for our clients.  A thorough investment plan is vital to the implementation of any investment strategy and is the blueprint for the purchase of every security in a client account. In the investment review process, our advisors capture all of our client’s personal information, current investment information as well as the goals and objectives they are seeking to achieve.

With that information, our advisors develop a personalized asset allocation, compare and contrast the client’s current portfolio to that allocation, and research different investment product solutions to implement a new strategy.  We understand that having your assets allocated properly means an increased chance for success in attaining the financial goals unique to you.  Our firm’s approach to asset allocation is time-tested and is the fundamental building block to wealth creation, preservation and generational planning.

As we work to achieve our client’s objectives, Heritage Financial Consultants,

  • Provides discipline to your investment decision making through a methodical process.
  • Aligns ourselves with your family’s long-term goals in order to provide long-term investment solutions.
  • Offers multiple platforms of traditional asset classes as well as innovative investment vehicles such as hedge funds, managed futures, private equity and real estate as appropriate.
  • Articulates the need to engage in activities that go beyond managing our client’s money. Heritage Financial Consultants’ multi-generational planning focuses on tax, estate and risk management strategies coordinated with your family’s goals.
  • Represents our clients in a vast marketplace of products, investments and strategies.