Heritage Bank Wealth Management
At Heritage Bank, we understand that creating, protecting and distributing wealth is important to the financial security of you and your family, which is why we have partnered, exclusively, with an award-winning investment services firm to create Heritage Bank Wealth Management powered by Legacy Investment Services, Inc.*
Our customers enjoy global portfolio offerings in combination with the small town feel of having an advisor to meet with face-to-face. We put our customers’ needs first, and pull you into an individualized financial planning process by taking the extra time necessary to educate you on the investment options that are most appropriate for your specific needs. We are able to provide unbiased recommendations, pledging to grant you the peace of mind that comes with financial guidance.
Heritage Bank Wealth Management has one objective: to help our customers achieve a goal of creating, protecting, and distributing wealth. Our interests align with those of our customers — we grow as you grow.
At Heritage Bank Wealth Management, our investment platform encompasses a broad spectrum of financial planning solutions to fit your needs – including:
- Mutual funds
Together, we will help guide you on your financial journey.