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Heritage Financial Services, Inc.
       
 
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Heritage Financial Services, Inc.
 
 
Overview: 

Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice, experienced investment management – as well as peace of mind – to affluent families for more than 20 years.

We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisors to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives.
History: 

The Founding of Heritage

Founder and CEO Chuck Bean began his career in 1990 with John Hancock Financial Services. As the practice expanded, he soon realized the importance of being able to offer a full array of independent financial products and services to better meet his clients’ needs. As a result, the firm transitioned to an independent broker-dealer, Commonwealth Financial Network, in 1995 and maintained a business alliance for 14 years. While at Commonwealth, Chuck established Heritage Financial Services, which became a registered investment advisor in 1999.
The Growth of Heritage

Employee owned, Heritage has grown from a sole practitioner to a well-established firm of 20 employees managing more than $800 million in client assets nationwide. The continued growth and success of Heritage Financial through referrals from valued clients, trusted associates, and strategic alliances is testament to our commitment to fostering strong relationships.
The Heritage Commitment

The foundation of our company is built on the promise to provide customized wealth management services to pursue our client’s life-long financial goals. We are committed to delivering the highest-quality financial services and professional money management, with great dedication and attention to detail. For more than 20 years, we have honored this promise and look forward to continuing to provide our clients with confidence in their long-term financial security.


 
 
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