HERITAGE WEALTH MANAGEMENT

Overview

Heritage Wealth Management is a corporation that provides fee-based portfolio management and insurance brokerage services to individual, family and institutional clients. The firm emphasizes equity-centered portfolios, using exchange-traded vehicles as the primary building block for client accounts and pairing that with mutual funds and real estate exposures where appropriate. Advisory services are offered to individuals and small businesses as well as to business and institutional clients, and the firm bills on a percentage of assets under management as well as hourly and fixed-fee arrangements. Investment posture skews toward liquid public markets rather than ESG-tilted or highly structured alternatives: Heritage Wealth Management is not an active ESG investor. The firm engages third-party managers for real estate exposure and uses insurance solutions as part of its planning and risk-transfer toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices