Heritage Wealth Company, founded in 2005, is one of the top financial advisors in Richmond, Virginia. It is a registered advisory body of the Securities and Exchange Commission and provides a wide range of investment management and financial planning services.
Heritage Wealth deals with a variety of clients, including individuals, families, and businesses. The consulting firm has two offices in Virginia and currently has 14 financial advisors on staff. It has more than $ 2.2 billion in assets under management and is built on partnership planning, personal relationships, and trust liabilities.
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Background of Heritage wealth advisors
Delores Ann Remo is the founder of Heritage Wealth Advisors and currently has three other major owners: Namely John Gwynn Jordan III, Charles Thomas Hill, and Marshall Ogden Chambers. Their specialty is nurturing the profession by introducing a wide range of client services, providing continuous training and development, and supporting a collaborative and creative work environment.
Heritage wealth is a passionate financial advisory and entrepreneurial organization, each committed to providing excellent customer service in the midst of complex financial problems.
Heritage wealth account size
These consultants work with many types of clients, not just one group of people. The following people can contact them.
- People of high value,
- Families and trusts,
- Estate and Commercial Institutions,
- Non-profit organizations,
- Retirement plans and profit sharing plans
Heritage Wealth Consultants also does not have a minimum fixed account and a minimum annual fee.
Services providing by Heritage
Their primary service is to assist clients in making good financial decisions about the money you earn with services that can be included, no matter what level of life you are in, no matter how you spend or retire. The following are the services available at Heritage Wealth.
- Investment analysis and selection
- Delayed income strategy advice
- Portfolio construction
- Investment choice
- Asset allocate
- Insurance planning
- Retirement planning
- Estate planning
- Charity planning
- Planning and preparation of income tax
- Family education
- Wealth planning
- Risk management
- Financial planning
- Cash flow analysis
Main things of Heritage Wealth
When handling investments for a client, the company starts by allocating privatized assets. This reservation is different for each client. That is, it depends on his or her investment objectives, duration, risk tolerance, and other criteria set by the client. The company uses different types of analytics when choosing which investment to use.
They offer their services in a number of steps, the first of which is a meeting with the client to find out more about his or her family status, retirement goals, and expected major financial commitments.
This is followed by an in-depth review of the client’s financial data. These include cash flow, tax liability, risk management, current investment, net worth, and insurance requirements analysis.
Based on this analysis, the consultant will create a report outlining the actions and projections recommended for the client. They calculate the fees a client has to pay as a percentage of the client’s AUM.
One advantage here is that there is no minimum value. Since the company only charges fees, Heritage or its advisors do not earn any commissions from the sale of specific investments or insurance products.
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