our services

Financial planning is the cornerstone of our approach to helping clients pursue their goals.

Because no two people are alike, we custom-build every financial plan to intelligently reflect each client’s current financial circumstances and the unique goals they have set for themselves. When you enter a relationship with Hereditas Wealth Management, we listen very carefully to you, to truly understand your needs, your objectives, and your dreams. With this information, we are able to properly assess your financial well-being and identify investments and other solutions that align with your aspirations for the future.

As an independent boutique firm, we have the flexibility to work with many leading resource partners across the industry.

As determined by your situation and goals, we may suggest customized portfolio solutions through the use of separately managed accounts, mutual funds, ETFs or other investment strategies. We serve as your fiduciary, so the plan we build and any recommendations we make will always be designed with your best interests as our priority.

Our services include, but are not limited to:

Financial Planning

Goal Assessments:






Asset Management

Customized Portfolio Management.

Tax Efficient Portfolio Strategies.

Concentrated Positions Strategies.

Lending Needs

Securities-based loans with competitive rates.

Access to borrowing without disrupting your investments.

Insurance & Annuities

Evaluation and mitigation of risk.

All insurance needs:

Life insurance

Long term care

Business insurance

Solutions related to estate planning.

Additional Specialized Services

We collaborate with a close-knit network of third-party partners to provide additional specialized services, including:

Estate planning


Strategic business planning

Mergers and acquisitions

Relationships are the foundation of our business. Financial planning is the cornerstone.

Meet Our Team