Heritage Wealth Management Group Email Format

Financial ServicesVirginia, United States11-50 Employees

Heritage Wealth Management Group is a fee-only, independent financial advisory firm established in 2004 and based in Norfolk, Virginia. The firm focuses on holistic financial planning and customized investment solutions aimed at helping individuals and families optimize all aspects of life influenced by financial decisions, with direct access to experienced professionals dedicated to creating and implementing comprehensive financial strategies.
As a registered investment adviser, Heritage Wealth Management Group operates within the financial services industry, offering advisory services to clients or prospective clients who are properly licensed or exempt from licensure. The organization emphasizes disciplined planning and risk awareness, and it is part of a broader market landscape that includes many large, established firms in related sectors. A notable development in its recent history is the acquisition of its assets by Hub International in June 2022, reflecting strategic consolidation within the industry while Heritage continues to be represented through the post-transaction structure in its Norfolk location.

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