Heritage Strategies is a firm that traces its roots to estate planning and business continuity planning. The preservation of generational wealth for our affluent clients has been our main focus for decades, however in recent years our clients have encouraged us to broaden our capabilities to include expanded risk management solutions and investment advisory services and sourcing. The same principles we have followed while helping our clients to accomplish their goals, through the implementation of specialized estate and business continuity planning techniques have served us well in creating a sophisticated expanded platform of risk management and investment services. Our firm's greatest strengths haven't changed, we listen, we comprehend and we appreciate our client's perspective, thus enabling us to present compelling options by which they can make well informed decisions.
Our clients represent a diversified and nationwide cross section of America's affluent families and wealth creators who are business leaders, philanthropists, and investors. Accordingly, they attract and insist upon representation from financial advisors, registered investment advisors, accountants and lawyers. Heritage Strategies is a distinguished and capable collaborator that strives to provide integrity, trust, transparency, and independence to each client engagement. Our goal is to marshal the resources of the advisory team and deliver what is best for the client with complete impartiality.