A complete list of active advisors currently associated with Heritage Wealth Management, Inc.

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

Heritage Wealth Management is a SEC-registered advisory firm that provides discretionary portfolio management and financial planning for individuals, small businesses, trusts, estates, pooled investment vehicles and institutional clients. In addition to separately managed accounts, the firm delivers sub-advisory services and recommends or sponsors private pooled vehicles to eligible investors, and the brochure indicates it also serves insurance company clients. The firm generally constructs portfolios using a mix of global allocation, tax-sensitive and ETFs-only approaches, and offers targeted sleeves such as fixed income, U.S. equity and an Individual Speculative Growth sleeve; it also offers option-enhanced strategies (the OsoToro and Tax‑Sensitive OsoToro strategies) and a Private Placement standalone strategy. Heritage may engage third‑party advisers, uses an internal investment committee for oversight, and continues monitoring and rebalancing portfolios relative to client objectives and risk tolerances. Distinctive aspects disclosed in the brochure include the firm’s role as sponsor/manager of affiliated private funds (managed through an affiliate HPOP GP, LLC), the availability of private placement life insurance and private placement variable annuity solutions managed for policies issued by Axcelus, and the use of performance‑based compensation and carried interest arrangements for its funds. The firm also discloses use of options and other derivatives in separately managed accounts, the potential for side‑letter or preferential terms for certain fund investors, and related conflicts of interest that it says are disclosed and addressed in offering documents.

To learn more about the advisors currently working at Heritage Wealth Management, Inc., 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.