LeadIQ logo
Learn more at LeadIQ.com
Heritage Wealth Management Group logo

Heritage Wealth Management Group Employee Directory

Financial ServicesVirginia, United States2-10 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.

Find Heritage Wealth Management Group employees' phone numbers or email addresses

Heritage Wealth Management Group Global Highlights

Location
Employees

North America
29

Minus sign iconPlus sign icon
  • United States Of America
    29

Heritage Wealth Management Group's Leadership

  • Stylized image of a person
    T. S.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Managing Director - Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Executive Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Financial Advisor, Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Information Technology
    Phone icon
    Mobile Phone

Heritage Wealth Management Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Accounting
  • Other

Contact profiles from Heritage Wealth Management Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. W.
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Heritage Wealth Management Group known for?

Minus sign iconPlus sign iconHeritage Wealth Management Group was founded in 2004 operates in the Financial Services industry. Explore Heritage Wealth Management Group's company overview page for more information.

What is Heritage Wealth Management Group's most common email format?

Minus sign iconPlus sign iconHeritage Wealth Management Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Wealth Management Group email formats with LeadIQ.

How many employees does Heritage Wealth Management Group have currently?

Minus sign iconPlus sign iconHeritage Wealth Management Group has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Heritage Wealth Management Group's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Heritage Wealth Management Group's key employees include:

  • Chief Operating Officer: T. S.
  • Owner: C. S.
  • Vice President: J. G.
  • Vice President: M. T.
  • Managing Director - Wealth Advisor: R. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.