Your Financial Planning Needs

We offer a wholistic approach to financial planning and have a team of partners with experience to help deliver on your vision and needs.

Retirement Planning

We believe our clients should be more focused on enjoying life than on managing their portfolio. You’ve worked hard your whole life, and now it’s time to enjoy it. Our team of investment professionals wakes up every day with a mission to preserve and grow the value of your investments. Instead of retiring and starting a second career as your own investment manager, let us be your advisor so you can spend more time on those things that matter the most to you.

“Retirement is not a life without purpose; it is the ongoing purpose that provides meaningfulness.”

– Robert Rivers

“Entrepreneurship is living a few years of your life like most people won’t, so that you can spend the rest of your life like most people can’t.”

– Anonymous

Business owners / Liquidity Events

We enable clients that have spent years building their business, preserve and growth their wealth using a variety of tools. Your company is generating strong cash flow, or perhaps you’ve just sold or monetized your ownership interest. In either scenario, taxes are ever-present. We have strategies that can help reduce tax burdens resulting from large liquidity events, as well as strategies to protect future investments from some taxes as they grow. We can also show you how to invest in small businesses like the one you built, so you can compare and decide how to allocate investments between private and public investments. Our job at Heritage is to help free up your time so you can focus on what you want to build next, whether that’s a building new memories, cultivating new relationships, or even a new business venture.

Tax Savings & Strategies

We believe our clients should keep every dollar they’ve earned and are legally entitled to. Whether you’ve just sold a business or are living on fixed income, we’ll create a customized tax-efficient strategy just for you. Tax planning and tax preparation are very different activities. Having a comprehensive tax-efficient plan in place can result in significant savings and enhance the power of compounding returns to you. Unlike many advisors, we will meet with you before each year-end and coordinate with your CPA to help ensure you’re not giving away more than your fair share.

“The avoidance of taxes is the only intellectual pursuit that still carries any reward.”

– John Maynard Keynes

“Real estate is the best investment in the world because it is the only thing they’re not making anymore.”

– Will Rogers

Real Estate & Private Equity

We believe private investments, such as direct investments into real estate and equity into private companies, are a valuable investment option that helps our clients create and preserve their wealth. Recent data has shown that private (non-publicly traded) real estate, private equity, and private credit, have outperformed their public market peers over long periods of time. We’ve created efficient ways for you to participate in these investments as a component of a diversified and balanced portfolio.*

*Data sourced from Cliffwater, Pitchbook, Blackstone. Real Estate: 1999-2018 Annualized Returns, Equity: 20 years through March 2021, Debt: 5 years through December 2021. Some investments only suitable for accredited investors or qualified purchasers. 


We can help our clients navigate 1031 exchanges. You’ve had a rental for years, or perhaps you downsized from your original home and kept it as a rental. Now it’s time to sell. What’s the best way to maximize profits in a tax efficient way? At Heritage, we can help you navigate the decision process and execution surrounding 1031 exchanges. We can also provide some interesting real estate options for you to potentially roll your gains into.

“90% of all millionaires become so through owning real estate.”

– Andrew Carnegie

“The unselfish effort to bring cheer to others will be the beginning of a happier life for ourselves.”

– Helen Keller

Charitable Giving

We believe in the power of giving. Charitable gifts can be a great blessing to families, organizations and communities. There are a number of ways to maximize the impact of those gifts, and we are well-equipped to help you identify the solution that’s right for you.

Estate & Wealth Transfer

We can help you navigate both the receipt and gifting of large estates. Creating wealth and preserving it are two entirely different enterprises. Once wealth has been created, new questions emerge, such as, how should this wealth impact the rest of my life? How do I want it to impact the life others, including my children, and future generations? Professional wealth management can be crucial to preserving wealth that in many cases has taken a lifetime to attain. We collaborate with estate attorneys to make sure all aspects of your long-term objectives are being addressed, including your financial desires for subsequent generations.

Seven in ten families tend to lose their fortune by the second generation, while nine in ten lose it by the third generation.

– SMU School of Business 

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