Heritage Financial Services is a Boston-based wealth management firm helping people who are serious about their finances build financial plans and invest their money.

We understand that managing your money and planning for the future can be a daunting task. That is why we’re here to help you every step of the way. Our experts will work to understand your financial goals and develop a customized plan to help you achieve them.  

You can email me with any questions about your finances, or use this scheduler to set up an introductory call. Learn more about me here.

Unlike other firms, we do a vast amount of work helping you get organized and clear on your goals before we are officially engaged and charging for our services. We take the burden of understanding and organizing all the individual details of your financial picture off your shoulders.

This video explains our no-cost three meeting introductory process.

Heritage Financial Services, LLC

100 Lowder Brook Drive, Suite 1000

Westwood, MA 02090

781-255-0214

Boston-based wealth management firm Heritage Financial provides highly personal wealth management that combines detailed financial planning, diversified investment strategies, and meticulous oversight delivered by our skilled team of family-friendly and relentlessly thorough professionals operating out of our Westwood, Woburn, and Rockland, Massachusetts offices.