Heritage Wealth Management works with a select group of individuals and families to preserve and grow their wealth by developing integrated investment solutions. Our process involves unique styles of management tailored to our clients' sophisticated needs and objectives. As an independent advisory firm, we offer personalized, disciplined, wealth management services. We strive to build long-lasting relationships with our clients through confidence and trust.
View Top Employees from Heritage Wealth Management| Website | http://www.hwmcorp.com |
| Revenue | $7.5 million |
| Employees | 3 (3 on RocketReach) |
| Founded | 2011 |
| Address | 75 2nd Ave Suite 605, Needham, Massachusetts 02494, US |
| Phone | (770) 576-1620 |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| Competitors | Legacy Wealth, LLC, Lipscomb Investment Group LLC, Lunsford Financial Svc, Selkirk Wealth Advisors, LLC |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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Heritage Wealth Management Questions
The Heritage Wealth Management annual revenue was $7.5 million in 2024.
Katherine Horgan is the Senior Vice President of Heritage Wealth Management.
3 people are employed at Heritage Wealth Management.
Heritage Wealth Management is based in Needham, Massachusetts.
The NAICS codes for Heritage Wealth Management are [52, 523, 5239, 52393].
The SIC codes for Heritage Wealth Management are [62, 628].
Top Heritage Wealth Management Employees
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