Our Firm

Customized Portfolios and Wealth Management for Individuals and Families

Located in Torrance, California, Heritage Wealth Management is an independent financial advisory firm providing asset management and financial planning strategies for individuals and families in the greater South Bay area, including the Los Angeles and Orange counties.

Many of the firm’s clients are nearing retirement or are already retired. A frequent goal is the desire to preserve their wealth and maintain a steady stream of income that will last through retirement. Heritage Wealth Management seeks to help clients pursue their vision of wealth by developing balanced and customized portfolios that can adapt to changes in the markets. The firm also often works with families who are facing other life changes, like saving for college tuition or estate planning.

In order to create customized portfolios, the firm aims to build strong relationships with clients, learning about their financial goals and objectives. From there, the team of advisors can create a portfolio based on a client’s risk tolerance and needs. Services and products offered include comprehensive financial planning (assistance with 401(k) and IRA rollovers, estate planning, and retirement planning), insurance, and investments. As an independent firm, Heritage Wealth Management develops solutions and suggest products that align with the client's needs and goals.