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You Have Questions. We’ve Got Answers.

What's the value of having a financial planner?

The Answer.

Is Heritage Wealth Management a fiduciary?

Yes, as a fiduciary, HWM has the duty to act on behalf of another in situations that require great trust, honesty and loyalty. We are hired to place your best interest above the interest of HWM, in favor of pursuing the best outcome for your unique situation. 

What is “fee-only” vs “fee-based” financial planning

Fee-only financial planning means the advisor is compensated solely by the client. Other “fee-based” financial advisors may receive a commission if they recommend a specific investment, mutual fund, or insurance product.

Does my location matter when working with Heritage?

We are based in Houston, Texas but we have clients from out of state and internationally. With today's technology, we can quickly communicate with our through phone calls, email, and video chat.

How do I get started?

Our first step is an initial inquiry. Reach out to us by visiting our contact page and we’ll discuss your financial needs and how we can assist you.