Heritage First Wealth Management, LLC

Overview

Heritage First Wealth Management, LLC is a limited liability company that provides fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm also offers pension consulting services and acts as a selector of other advisers, positioning itself as a capital allocator that blends in-house advice with third-party manager relationships. Its stated fee arrangements include both a percentage-of-assets model and fixed fees. Heritage First maintains industry ties with an insurance company and is registered to do business in California, Kansas and Missouri.

Investments & Alternatives

Location & Offices