Acquisition opportunity Heritage Wealth Management Group was acquired by Hub International in June 2022, indicating a transition event that could open cross-sell opportunities with Hub’s expansive client base in insurance, risk management, and financial services.

Size and scope A small firm with 2-10 employees and revenues in the 10M–25M range presents a feasible target for scalable advisory solutions, potential outsourcing of back-office functions, and technology upgrades to improve margins and service levels.

Independent, fee-only As a registered investment adviser offering fee-only, holistic planning and customized investments, there is upside for strategic partnerships with custodial platforms, financial planning tech, and AUM growth services aimed at high-net-worth and affluent households.

Technology stack The current tech stack signals standard web and form capabilities; there may be opportunities to introduce modern client portal, CRM, financial planning software, and security enhancements to improve client experience and compliance efficiency.

Growth and outreach Previous press indicates a refocused or integrated approach post-acquisition; this could be a doorway to targeted outreach for advisory services, succession planning support, or integration services to align with Hub International’s ecosystems.