How do I know it's time to work with a financial advisor?
It’s often time to work with an advisor when your financial decisions carry too much weight to go it alone. As your income, benefits, and financial responsibilities grow, an advisor can provide guidance on taxes, retirement, investments, college savings, estate planning, and insurance to ensure everything works together. At the same time, life is busy—with family, career, and personal commitments pulling you in different directions. A financial advisor helps bring clarity, efficiency, and confidence to your decisions, while freeing your time to focus on what matters most.
What is a fiduciary?
A fiduciary is a financial professional who is legally and ethically obligated to put your best interests first. That means every recommendation we make is based on what benefits you—not what earns us a commission or fee. At Heritage, being a fiduciary is at the core of how we serve our clients, ensuring our advice is objective, transparent, and always aligned with your goals.
What services does Heritage Wealth Management offer?
We provide comprehensive wealth management, which includes:
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Retirement income planning
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Investment management
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Tax-efficient strategies
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Estate and legacy planning
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Charitable giving strategies
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Insurance and risk management reviews
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Cash flow and budgeting guidance
What are your fees and how are they structured?
Heritage Wealth Management is a fee-only fiduciary firm. We do not sell commission-based products, which means our advice is always objective and in your best interest.
Our compensation is a transparent percentage of the assets we manage for you. Fees are billed quarterly and deducted directly from your portfolio—there are no hidden charges or extra service fees. This structure aligns our success with yours: as your portfolio grows, so do we.
We typically serve clients with at least $1,000,000 in investable assets, though we also work with families and professionals approaching this level who value a long-term partnership.
Does my location matter when working with Heritage?
Not at all. While our office is based in the Galleria area of Houston, Texas, we proudly serve clients across the country and internationally. With today’s technology—phone, email, and secure video meetings, we make it easy to stay connected no matter where you are. What are the benefits of working with Heritage Wealth Management?Working with Heritage Wealth Management means having a trusted fiduciary partner who always puts your best interests first. We bring clarity by organizing every aspect of your financial life. Our philosophy is simple: Learn. Share. Prosper. We help you learn by educating and guiding you through financial decisions. We share knowledge and experience to build confidence and clarity. And we prosper together—because when your plan succeeds, so do you.
How do I get started?
Simply contact us at 713-871-9800 or fill out a form, and we’ll set up an introductory meeting. There’s no obligation—just an opportunity to explore whether Heritage Wealth Management is the right partner for your financial journey.