Heritage Wealth Advisors
Overview
Heritage Wealth Advisors is a multi-family office dedicated to empowering families, individuals, and institutions to elevate their financial strategies through personalized, multi-generational planning. With nearly $4.5 billion in assets under management, the firm operates from three locations in Virginia and Pennsylvania, serving clients across the United States. Their services encompass family office management, financial planning, investment management, tax planning, and philanthropic guidance, all tailored to meet the unique needs of high-net-worth clients. The firm's investment approach is comprehensive, focusing on a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. They cater to various investment stages, from growth and late-stage investments to pre-IPO opportunities, buyouts, turnarounds, and distressed assets. This broad investment spectrum allows Heritage Wealth Advisors to provide strategic guidance and stewardship for clients seeking to preserve and grow their wealth across multiple generations. Founded in 2005 by Dee Ann, Heritage Wealth Advisors emphasizes a fiduciary responsibility to its clients, ensuring that their interests are always prioritized. The firm's values—integrity, collaboration, intellectual curiosity, and passion—drive their commitment to delivering exceptional service and building lasting relationships. By focusing on the future while honoring clients' histories, Heritage Wealth Advisors aims to create enduring legacies that reflect the shared values and aspirations of the families they serve.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management and family office services.
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Frequently asked questions about Heritage Wealth Advisors
What sectors does Heritage Wealth Advisors invest in?
Heritage Wealth Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Cincinnati, United States. Heritage Wealth Advisors is listed as a family office in the ConnectSafely investor database.
What stage does Heritage Wealth Advisors invest at?
Heritage Wealth Advisors backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Heritage Wealth Advisors invest in?
Heritage Wealth Advisors invests across United States.
How do I contact Heritage Wealth Advisors?
Heritage Wealth Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
