Take the first step towards building the financial plan that will make a difference in your life. Call on Hereditas Wealth Management today.
Contact us
"Failing to plan is planning to fail"
—Ben Franklin
Together, we’ll plan for your future.
who we are
Hereditas Wealth Management is a team of experienced wealth advisors dedicated to providing clients with the personal care they deserve. We focus on customizing intelligent financial solutions, beginning with a comprehensive financial plan – the cornerstone of your financial future.
If you’re ready to work with a team who will prioritize your best interests as we map out a clear path towards your long-term financial goals, we invite you to call on us today. We look forward to introducing you to the capabilities and care that define Hereditas Wealth Management.
We look forward to introducing you to the capabilities and care that define Hereditas Wealth Management.
learn more
capabilities & care
Focused Around Your Needs
At Hereditas Wealth Management, your trust is our highest priority. To earn your trust, we utilize a process that is based in asking smart insightful questions and listening carefully to your needs – as well as the goals you long for and the values you live by.
Reliable and Accessible Service
We provide reliable and accessible service that makes you feel heard. We also partner with experts to ensure you are getting best in class products, advice, and services. For example, we have selected BNY Mellon | Pershing as our preferred custodian to safeguard our clients' assets. As an industry leader, Pershing has a strong reputation and offers valuable services to our firm and our clients.
Partnered Independence
Furthermore, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.
These two firms are part of the holding company Sanctuary Wealth, and together these entities create the regulatory platform behind Hereditas Wealth Management.
our team
With a combined experience of more than 60 years in the industry, our team works together to customize your plan...
And identify the best solutions to help you pursue your goals. We have deep product knowledge – from investments and annuities to lending and insurance – enhanced by our access to expert resource partners capable of delivering effective services.
As your fiduciary, we are committed to putting your best interests’ first – a values-driven advocacy that our team members live by.
learn more
