Broker Check

Services & Products


Heritage Investment Partners, LLP is a comprehensive financial services firm offering a full spectrum of investments. We are compensated for our services on either a fee or commission basis depending on our client’s needs and preferences.

  • Professionally managed asset allocation models
  • Mutual funds
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Structured Products
  • Separately Managed Accounts
  • Alternative Investments
  • Private Equity
  • Hedge Funds
  • Managed Futures
  • Real Estate Investment Trusts
  • Business Development Corporations
  • CD's
  • Municipal and Corporate Bonds

Financial Planning

  • Retirement Planning
  • Income Planning
  • Estate Planning
  • Insurance Planning
  • Asset Allocation Analysis
  • Risk Management and Portfolio Stress Testing
  • Corporate Retirement Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Fixed Annuities
  • Variable Annuities

Additional Services

As a Registered Investment Advisor (RIA) we also offer our clients advice on either a flat-fee or hourly fee basis depending on the nature of the engagement.