Our Story



Have you ever sat across the room from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future. We’ve been there, and we know exactly what it feels like. At Heritage, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

We founded Heritage in 1987 with the mission of helping people have a better relationship with their money. We believe that money is a tool, and it is our passion to teach people how to use this tool to build a life they love. We do this by providing our clients with a comprehensive suite of investment management and wealth planning solutions. We serve affluent families, business owners, executives, and institutions. We are headquartered in Port Jefferson, New York.

We concentrate on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like. Whether you’re investing thousands or millions, at Heritage we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, we would be a good place to start.


Experience The Difference