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About Heritage Wealth Management

Who is Heritage Wealth Management

We Believe…

  • People want to be understood.
  • We can’t provide solutions if we don’t understand our clients’ problems.
  • Listening is one of the most important things an advisor can do.
  • Simple is almost always better than complex.
  • Knowledge must be accompanied by wisdom.

What We Do and How We Do It

  • We make complex things simple.

The financial world can be difficult to understand. We simplify it by communicating Ideas in a way that makes sense.

  • We seek to understand our clients.

We realize we can only bring meaningful solutions to our clients if we truly understand Who they are. We do this by asking good questions, and then really listening.

  • We create clarity.

Often, our clients work with several advisers (attorneys, accountants, brokers, etc.), But don’t have a clear financial plan. We create clarity by bringing all the pieces together (investments, estate planning, taxes, insurance, retirement planning, etc.).

Why We Do What We Do

Unfortunately, the primary emotion people feel towards money is anxiety; they just want to know they’re going to be OK. At HWM, we believe we can address these concerns through thoughtful financial planning. The reason HWM exists is to improve the lives of the people we work with.

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This communication is strictly intended for individuals residing in the states of MI, CA, FL, IN, IA, MN, OH, SC, TX, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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