Heritage Wealth Management

Robert Rizarri is a financial advisor at Heritage Wealth Management in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He previously worked with SMS Capital Management Inc. for nine years and The Shobe Financial Group for one year before joining Heritage Wealth Management in 2019. Heritage Wealth Management provides financial planning, estate-planning facilitation through a third-party platform, and investment advisory services including portfolio management and a sponsored wrap fee program. The firm serves individuals, high-net-worth clients, and trusts, typically requiring a minimum aggregate family investment of $1,000,000 to begin advisory relationships.

Robert Dwyer is a CFP® with 19 years of industry experience, currently serving at Heritage Wealth Management since 2023. Prior to this, he worked at Waterway Wealth Management, L.L.C. for 11 years, as well as Chase Investment Services Corp. and Wells Fargo Investments. Heritage Wealth Management offers financial planning, estate-planning facilitation through a third-party platform, and investment advisory services for individuals, high-net-worth clients, and trusts. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts with a focus on tax efficiency, and it sponsors a wrap fee program.

Madison Carleton is a financial advisor at Heritage Wealth Management in Houston, TX, holding a Series 65 credential. Madison has been with Heritage Wealth Management since 2025 and has prior experience at Bank of America from 2022 to 2025. Heritage Wealth Management offers financial planning, estate-planning facilitation through a third-party platform, and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs diversified portfolios using mutual funds, ETFs, and separately managed accounts, with a typical minimum advisory relationship at the aggregate family level of $1,000,000.

Brett Carleton is a CFP® and ChFC® with 36 years of experience in financial advising. He has been with Heritage Wealth Management in Houston, TX, since 2002, following 12 years at Lutheran Brotherhood Securities Corp. Heritage Wealth Management provides financial planning, estate-planning facilitation via a third-party platform, and investment advisory services for individuals, high-net-worth clients, and trusts. The firm focuses on diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and it offers a sponsored wrap fee program.

Ian Harris is a CFP® with 15 years of industry experience and a Series 66 license. He has worked at Heritage Wealth Management since 2012 and previously spent two years with PNC Managed Account Solutions, Inc. in Houston, TX. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts, providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts with a focus on tax efficiency and conducts regular account reviews.

Nathan Burleson is a CFP® professional with Series 63 registration, currently serving at Heritage Wealth Management in Houston, TX. He has three years of experience in the financial industry, including prior roles at PFS Investments Inc. and the University of Houston. Outside of finance, he has worked in varied fields such as youth sports and small business operations. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts by providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and sponsors a wrap fee program to support client needs.