Heritage Wealth Management
Heritage Wealth Management (CRD# 159158) is a financial advisory firm headquartered in Needham, MA. They manage $50,818,989 in 272 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts272ACCOUNTS
Average Account Value$186,835
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, RI
Katherine Horgan (CRD# 1601776) is an Investment Advisor Representative working at Heritage Wealth Management in Needham, MA and has over 13 years of experience in the finance industry. Katherine Horgan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Vincent Serratore (CRD# 2656617) is an Investment Advisor Representative working at Heritage Wealth Management in Needham, MA and has over 22 years of experience in the finance industry.