Heritage Strategies

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 in accomplishing the desired goals for our clients, through the implementation of state-of-the-art 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 the best in class financial advisors, registered investment advisors, accountants and lawyers. Heritage Strategies is a distinguished and capable collaborator that provides integrity, trust, transparency, and independence to each client engagement. We marshal the resources of the advisory team and, very simply, deliver what is best for the client with complete impartiality.

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Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. 
Heritage Strategies, LLC is independently owned and operated