A complete list of active advisors currently associated with Heritage Drive Wealth Management LLC

Warmer can help you find a great advisor at Heritage Drive Wealth Management LLC or one who fits your needs even better.

Heritage Drive Wealth Management provides ongoing asset management alongside fee-based financial planning and consulting to individual and high‑net‑worth clients. As of December 31, 2025 the firm reported about $18.3 million in discretionary assets under management and a client roster of roughly 20 households. The firm combines fundamental and technical analysis and employs both strategic and tactical asset‑allocation approaches, with portfolios composed primarily of mutual funds, ETFs, exchange‑listed securities and fixed‑income instruments; margin transactions may be used where appropriate. Accounts are managed on an individualized basis with ongoing monitoring and periodic rebalancing rather than aggregated block trading. Heritage Drive operates as a compact practice led by an adviser whose industry experience dates to the mid‑1990s and who established the registered firm in 2020, which results in direct oversight of client accounts. The firm typically recommends Charles Schwab as custodian, may deduct advisory fees directly (creating limited custody for regulatory purposes), provides fixed‑fee and modular written planning and consulting options, and does not vote client proxies on behalf of clients.

To learn more about the advisors currently working at Heritage Drive Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.