Heritage Wealth Management Group

Change the Paradigm is an oft used some might say over used expression, but in looking at the relationship between people and their money, and between advisors and their employers, this expression speaks directly to our mission. We want to change the relationship you have with your money. If you are like most folks, you do not have a financial plan... , and you work FOR your money. You may not know exactly what you need, but the general perception is you need more. While it is probably safe to say that the lack of enough money makes us unhappy, and we all could benefit from the use of more, the key word here is use. Once we determine what our ultimate life goals are, we can then develop a plan and a strategy to reach those goals, and how we will use our money to achieve them. Our approach to wealth management is predicated on helping you drill down to determine your life goals. From here, we can then help identify specific financial objectives and milestones, which then leads to an in depth planning process to help identify and prepare for the choices you will face. We will help you make course corrections as dictated by changing circumstances, monitor the investment environment to make sure your money is always efficiently WORKING FOR YOU to enrich your life experience, all the while never losing sight of your ultimate goal. We want to change the relationship investment professionals have with their employers. The business of providing investment advice is one that often includes too many relationships with too little trust. Firms often do not trust their advisors nor do their advisors trust their firms. Clients often trust their advisors but dont trust who they work for. There is no spirit of community. The concept that appears to drive many in this business is the belief that more is always better and one can never have enough. This message is one the industry seems to want its customers to share, and management pressure for ever increasing numbers reinforces this philosophy within the advisory ranks we think ...Read More