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HWMG is a registered investment adviser, registered with the US Securities and Exchange Commission (SEC) and located in Norfolk, Virginia. Unless otherwise permitted, HWMG will not conduct investment advisory activity in any jurisdiction unless the firm is first notice filed in that jurisdiction. While most jurisdictions will allow for a “de minimis” number of clients before requiring a firm notice filing, some jurisdictions may require notice filing upon taking on the first client in that jurisdiction. Having a “place of business” in a state, as defined by applicable regulatory statutes, in a state requires notice filing regardless of the number of clients in that jurisdiction. Heritage Wealth Management Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Heritage Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Heritage Wealth Management Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Heritage Wealth Management Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Heritage Wealth Management Group, please contact the state securities regulators for those states in which Heritage Wealth Management Group maintains a registration filing. A copy of Heritage Wealth Management Group’s current written disclosure statement discussing Heritage Wealth Management Group’s business operations, services, and fees is posted on this website and is also available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Heritage Wealth Management Group upon written request. Heritage Wealth Management Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Heritage Wealth Management Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.