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 services does Heritage Wealth Management offer?
We provide comprehensive wealth management, which includes:
Retirement income planning
Investment management
Tax-efficient strategies
Estate and legacy planning
Charitable giving strategies
Insurance and risk management reviews
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?
We are based in the Galleria area of Houston, Texas but we have clients from out of state and internationally. With today's technology, we can quickly communicate with you through phone calls, email, and video chat.
Do I have enough to retire comfortably?
How do I get started?
Simply contact us at 713-871-9800 or fill out 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.