Heritage Capital Strategies, Inc. Employee Directory

InsuranceCalifornia, United States2-10 Employees

Heritage Capital Strategies, Inc. is an independent financial services firm based in Westlake Village, California, specializing in life insurance solutions for business owners, affluent families, key executives, and family offices. The firm emphasizes tailoring life insurance portfolios to address current financial risks while maintaining flexibility for future changes, drawing on analytical proficiency, underwriting expertise, and market access to meet each client’s financial objectives. Operating within the insurance sector, it positions itself as a specialized advisor that develops customized funding and product scenarios to fit unique circumstances. The company is small in size and operates from a single location in the Los Angeles area, underscoring its personal, focused approach to complex life insurance needs. Securities and Investment Advisory services are offered through M Holdings Securities, Inc., with Heritage Capital Strategies independently owned and operated.

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