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Heritage Strategy

Heritage Wealth Management's Proprietary Asset Allocation Strategies

Heritage Wealth Management builds its portfolios on a foundation of high quality, stable dividend paying stocks, corporate and municipal bonds, exchange traded funds (ETFs) and options strategies intended to generate returns during different market cycles. Taking a strategic approach to portfolio management, the firm will also employ tactical techniques to take advantage of quick growth opportunities in anticipation of announcement of strong earnings.

Portfolios include:

  • Aggressive Growth
  • Growth
  • Balanced
  • Income Preservation