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To build your financial empire, it helps to have a blueprint.

A close up of blue prints with a clear ruler sitting on it

What is wealth strategies, and how does it differ from investing?*

Wealth Strategies comprises your entire financial picture, of which investing is just a part. Our financial professionals will take into consideration all of your resources: social, family, health, business, estate—in addition to your investments—to help you accomplish your goals

Enjoy brokerage access to a variety of financial markets and securities, plus strategies to address:

  • Financial Planning
  • Retirement Solutions
  • Business Succession
  • Estate Planning**
  • Investment Management
  • REITs and Alternative Investments
  • Life, Health & Disability Insurance Services
  • Mutual Funds, Annuities and ETF Access

Why Heritage Wealth Strategies?

Locally focused

Headquartered right here in Olympia, we're committed to helping you build your dreams (and heritage) in your own community.

Custom solutions

Because your life and wealth goals are unique, we offer products and solutions tailored to your specific needs.

Social Responsibility

We have the expertise to align your portfolio with a variety of social screens which are important to you.


How does it all add up?

How do your investments 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?
See our financial calculators

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?

*Check the background of our investment professionals on FINRA's BrokerCheck.

**For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.

Heritage Wealth Strategies: 1000 SW Broadway, Suite 2170, Portland, OR 97205 – 888.360.0052.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Advisory services may only be offered by Investment Adviser Representatives. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured; May lose value; Not financial institution guaranteed; Not a deposit; Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy and other Important Information.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on this site. Visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Looking to grow your wealth? We can help.