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Heritage Wealth Counselors
 
 
Overview: 

Heritage Wealth Counselors, LLC employs the Family Wealth Protection Process™ to provide proprietary services for preserving, growing and the generational planning of wealth. Heritage Wealth Counselors is a Registered Investment Advisory Firm that specializes in all aspects of legacy, wealth, and estate transition for high net worth families.

Heritage Wealth Counselors consists of a team of professionals and strategic alliances who bring extensive experience to the wealth counseling practice. Under the leadership of its CEO, Jack Sullivan, an industry-leading voice and practitioner of wealth management, Heritage’s uniqueness focuses on providing an unrivaled wealth protection process with discreet and personalized service.

Specializing in all areas of wealth and estate transition planning, Heritage Wealth Counselors have been successful in assisting a wide variety of families purposely transition their wealth, enhance family unity and create significance in their lives. Today, Heritage has administrative and financial oversight of over $200 million of assets.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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