Vision of Wealth
First, the firm seeks to help clients pursue their vision of wealth. Vision of wealth is different for each person, based on their investment needs, objectives, risk tolerance, and time horizon. The firm takes the time to get to know each client individually in order to determine their personal vision of wealth.
Lasting Financial Legacy
Once the firm has determined clients’ goals and objectives, they aim to inspire and help clients create a lasting financial legacy. The firm is comprised of wealth advisors, and an insurance specialist. With comprehensive knowledge of the industry, the firm seeks to educate clients on strategies and opportunities so they may feel comfortable with their decisions, objectives, plan, and implementation. Their goal is to assist clients in attaining financial freedom so they may be able to instead focus on the areas that matter most to them.
Premier Service
Heritage Wealth Management seeks to build strong relationships with clients and offer a premier service experience. They understand the importance of being available for their clients and strive to provide frequent and consistent communication to them so they can remain informed on current market conditions and changes.
About UsForging A
Path together.
Our firm is led by Raymond Abracosa, a wealth advisor with more than 30 years of industry experience. Raymond and fellow Heritage Wealth financial advisor, Patrick Velasco, entered the financial industry after repeatedly seeing many friends and family struggling to find the help they needed to map out their financial future. We feel a commitment to our community, and we are proud of the relationships we have built with our clients over the years. As a matter of fact, our very first client is still with us!
Step 1: There’s Only One You
We have developed an extensive set of questions that allows you to share your story, your challenges, and your goals. We will provide you with a list of the documents you’ll need to provide in order to get an accurate assessment of your current financial situation.
Step 2: Solutions that Fit Your Vision
Once we identify the things that matter most to you and your current situation, we develop solutions tailored specifically for you.
Step 3: With You Every Step of the Way
The sustainability of your financial plan depends upon its adaptability to the changing circumstances of your life. We’re here to not only help you get started but also to anticipate issues that may arise along the way.