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If anyone gets the importance of heritage, it's us.

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Investment management is far from simple—but the process can be.*

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.

Investment and portfolio services include financial planning and investment management.

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Our trust services go the distance.*

A trust can help you and your family prepare for life's transitions by helping to maximize the amount you leave to heirs and beneficiaries, and ensuring your estate is handled with dignity and continuity.

Whether you need help setting up a trust to meet your personal needs or a corporate trustee to carry out your wishes, we offer a complete in-house trust services department that holds trust powers in Washington and Oregon states. Our regional officers have extensive experience in trust administration, business management, investments, insurance, law, taxation and traditional banking. So any way you look at it, we've got you covered.**

Trust Services

  • Revocable (Living) Trust
  • Charitable Trust
  • Irrevocable Trust
  • Marital Trust (QTIP Trust)
  • Generation Skipping Trust
  • Bypass Trust
  • Private Foundation
  • Special Needs Trust
  • Qualified Terminable Interest Property (QTIP)

Why choose Heritage for investment management & trust services?

Custom solutions

We'll work with your tax and legal advisors to develop the best strategies to reach your goals.

Unmatched regulatory oversight

Our trust services are reviewed by the FDIC, Washington State and our own internal bank auditors.

Tax advantages

Irrevocable trusts may enjoy a distinct income tax advantage through an administration located in the state of Washington.


*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.

**We do not give legal or tax advice. Please consult an attorney or tax professional.

Looking to speak with an investment management or trust expert?