Overview

Heritage Wealth is your trusted financial advisor and financial planner in Naperville. Our team of fiduciaries is dedicated to helping you retire well. We specialize in coordinating your investments, your tax planning, and your retirement income needs so you can focus on enjoying the retirement you've worked so hard for. Many firms try to be everything to everything to everyone. We take a different approach. We're laser focused on helping pre-retirees and retirees in the western suburbs retire well. And, In the digital (and impersonal) age of Zoom meetings, we're old fashioned. We prefer to meet you in person...your office, our office or anywhere in between.