Strategic Partnership Heritage recently joined Savant Wealth Management, signaling access to a broader advisor network and shared technology. This creates an opening to propose scalable, cross-firm services such as marketing automation, client onboarding improvements, data migration, and joint growth initiatives across the Savant platform.

Brand Prestige The firm is repeatedly recognized by CNBC, Forbes, and Barron's as a top wealth advisor; this strong brand can be leveraged to attract more affluent clients nationwide. Recommend marketing services, thought leadership campaigns, and referral programs that capitalize on prestige.

Insurance and Custody They have stakes in Chubb and Charles Schwab, suggesting interest in insurance and custody/brokerage services for clients. Potential cross-sell opportunities include insurance solutions, risk management, and expanded access to custodial platforms, while offering integrated financial planning.

Tech Enablement They use a modern analytics and web stack including HubSpot Analytics, WordPress, Cloudflare, and Microsoft 365. This presents a chance to upsell advanced marketing automation, secure client portals, CRM optimization, data visualization, and cybersecurity services to improve client experience and compliance.

Growth Readiness Revenue and team size position Heritage as a growth-focused mid-market advisory. This creates demand for scalable back-office, compliance, risk management, and IT outsourcing to support growth, plus potential white-labeled investment products and platform integrations.