Broker Check

WELCOME TO HERITAGE

Heritage Investment Partners, LLP is a private investment management and financial planning services firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry.

Our advisors are qualified professionals with complementing skill sets that give us a competitive advantage as an advisory firm.

Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP.


HERITAGE’S VALUE PROPOSITION

Heritage Investment Partners, LLP is committed to providing world class independent financial advice and guidance by:

  • Utilizing the financial planning process to fully understand our clients’ situation, goals, objectives, and risk tolerance.
  • Undergoing an extensive due diligence process for investments that are used and recommending only those that are in our clients’ best interest.
  • Continually monitoring the market environment as well as our clients’ portfolios and life circumstances, and making changes to reflect those changes in a timely manner.
  • Keeping open lines of communication with our clients and always providing prompt, professional follow-up.
  • Making it a priority to better ourselves through continuing education and ongoing scrutiny of our process, procedures, and investment recommendations.

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Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.