Cross Sell Synergy Hub International acquired the assets of Heritage Wealth Management Group in 2022, creating a larger, multi-disciplinary platform. This sets up a cross-sell opportunity to offer integrated insurance, risk management, and financial advisory services to the combined client base.

Tech Modernization Heritage emphasized state of the art technology; post-acquisition there is an opportunity to standardize client portals, data sharing, and security across the merged practice to deliver a unified, efficient client experience.

Growth Readiness Heritage aspired to be a national model of a comprehensive RIA and Turnkey Asset Management Platform, signaling appetite for scalable platforms and regulatory tooling that could be deployed across broader markets.

Comprehensive Offering Heritage provided financial planning, estate planning, debt management, and risk-managed portfolios. Bundling these with Hub’s insurance and risk services can create a full-service solution for individuals, businesses, and government-related clients.

Targetable Segments With a Norfolk-based client base and the combined capabilities of Hub and Heritage, there is potential to pursue expansion into regional markets and target segments seeking integrated wealth and risk management offerings.