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Grow your portfolio with a partner you can trust.


Investing with Heritage*

Simply put, we make investing easy.
Investing can be daunting. There are products to research and personal factors to consider, such as risk tolerance, timeline and investment goals, to name a few. It can make the savviest of us give way to "analysis paralysis."

But the right financial partner can make all the difference. Our experts know the ins and outs of investing and are here to help you manage, grow and sustain your wealth—while simplifying the process along the way. We'll take the time to understand your financial landscape and answer all of your questions.

We'll work with you to develop a personalized strategy to best serve your unique financial goals. Whatever you're working toward, we'll help you get there.

Investment and portfolio strategy services

  • Financial Planning
  • Insurance Planning
  • Retirement Planning
  • Business Solutions
  • Investment Management
  • Stock Options Management

Why choose Heritage for investing?

Unbiased advice

We do not use proprietary investment products. We scour the investment environment to provide truly unbiased access to top performing managers.

Ongoing vigilance

Our research team continuously evaluates companies and investment managers for performance and stylistic consistency.

Broad diversification

Enjoy diversification across investment type, geography, industry and risk profile. We view preservation of capital as important as growth.


How does it all add up?

Try our calculators to determine:

  • What is the yield on my investment?
  • What will my investment be worth in the future?
  • How much should I save each month?

Want a retirement snapshot?
Try our calculators to determine:

  • Which is better for me, traditional or Roth?
  • How much do I need to save for retirement?
  • How long will my retirement savings last?
See our calculators
*Investment products are not obligations of, guaranteed by any bank including Heritage Bank or any Heritage Bank affiliate, nor are they insured by the Federal Deposit Insurance Corporation, the Federal Reserve, or any other agency. An investment in such products involves investment risk, including possible loss of principal.

Want to speak with an investment expert?