Making the decision to trust someone to manage your assets is deeply personal. Between work and family commitments, there’s little time to worry if your financial future is safe. But choosing to stay with your current advisor is a big decision with lifelong implications. For that reason, we’ve created this quick checklist to help you determine if it’s time to consider a move.

We will never share your email address. And you can easily remove it at any time.

Is he late to meetings? Are your meetings at the worst possible times for you?

We are committed to going above and beyond in the pursuit of helping you become, and stay, financially secure. That is why we do not consider our clients as strictly a business endeavor; we call our clients friends. We form lasting relationships, both professionally and personally. Knowing you personally also gives us insights into needs you and your family might have (both now and in the future) that are not in the charts or gleaned from reporting meetings. For this reason, most of the people working with Heritage come to us as a client’s referral.