Family Vision & Legacy
Are you headed in the right direction?
Heritage is a Wealth 3.0* firm that understands true wealth is about the well-being of the family, not just financial capital. Our partnership with Total Family Management is a testament to our commitment to this philosophy, and it all begins with Family Vision—consisting of purpose, values, and most importantly, roles.
That’s why we’ve tailored our approach to ensure that your wealth strategy is not merely a financial plan, but a reflection of your family’s vision and well-being. This holistic strategy is our commitment to you, ensuring your wealth is as resilient and adaptable as the family it supports.
Join us at Heritage, where your family’s direction is charted with precision, care, and an understanding that true wealth is the sum of all its parts— past, present, and future.
*Jaffe, Dennis T., James Grubman, and Kristin Keffeler. *Wealth 3.0: The Future of Family Wealth Advising*. Family Wealth Consulting, 2023.
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This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV, AK, AR, HI, IA, ID, KS, KY, LA, MN, MO, MS, MT, ND, NM, NV, OK, PR, RI, SD, UT, VT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Heritage Financial Consultants
307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033 F: 410-785-0044
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Not all registered representatives with our firm are able to offer advisory services.
Committed to your success.
CRN-6989278-090524
© Heritage Financial Consultants, LLC
