Our Investment Approach

Heritage Wealth Management builds its strategies on a foundation of high quality, stable dividend-paying stocks, corporate and municipal bonds, exchange traded funds (ETFs) and options strategies.

Our proprietary Asset Allocation Strategies fall into four broad investment approaches that we can then help clients align to meet their specific needs. We work closely with you to tailor our approach to your situation and objectives, offering an integrated and flexible investment solution that best fits client needs, now and in the future.