Wealth Management and Financial Planning Services and Products
Heritage Wealth Management is focused on helping individuals and families pursue their vision of wealth and inspire them to create a lasting financial legacy. Located in Torrance, California, the South Bay-based firm offers fee-based wealth management and financial planning services and products.
With a commitment to providing clients with personal service, the firm maintains frequent contact with clients. In addition to regular newsletters, phone calls, and meetings, the firm may offer group dinners or seminars for clients and prospects. Seminar topics range from market trends to retirement planning to Social Security.
The firm provides assistance in the following areas:
Investments & Insurance- Bonds
- Common Stock
- Brokerage Accounts
- Variable Annuities
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
Financial Planning- Retirement Plans
- College Plans
- Estate Plans
- Traditional IRA
- Roth IRA
- SEP IRA
- 401(k)/403(b) Plans
