Heritage Wealth Management Group

“Heritage Wealth Management Group…where we never cease to use wisdom and discipline to create better outcomes for our clients.”

We are unique.  Here’s why –

Have you ever heard a colleague make the statement “I would not let my mother put her life savings with that person.”? At Heritage Wealth Management Group, you never will. We know every advisor in our firm has the same set of core values and we have absolute confidence each one will treat YOUR mother’s money with the same care they treat their own.  Gordon Gekko need not apply.

At HWMG, every employee lives and breathes the absolute belief that we are all here to serve. The firm succeeds when our clients are satisfied, and our advisors enjoy coming to work every day. If you are working at a Broker Dealer, we’re guessing it is a highly competitive, sales driven environment.  It seems like the pressure is always on to increase the size of your book and the amount of your production. Our growth occurs because we love what we do.

When almost everyone believes something is likely to occur, we think it’s a near certainty that it won’t. HWMG avoids the “group think” (aka the “herd mentality”) of the wider financial advisory profession. The markets aren’t efficient because the investment public is more driven by emotion than logic. We believe it IS possible to take advantage of dramatic market events to create returns that are notably above average.

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Our Vision

Many organizations have a Mission Statement. Most involve input from everyone from the mail room clerk to the CEO and many firms hire consultants to distill the multiple opinions down to a sentence or two that delivers the essence of what the firm believes is their mission. As with most things, we took a little different approach. Rather than a short, pithy Mission Statement, we want to share with you our vision, what we are striving for and what we believe our role is in this industry.

Market declines are almost always based upon economic recessions. An intelligent understanding of where we are in the economic cycle is key to objectively calculating the “when” of the inevitable bear markets.

Humble Wisdom
“Progress comes from deviation from the norm.”
– Frank Zappa

We are students of history and of the global financial markets. We have a keen appreciation for how international politics, history and financial activity are all interrelated and play a significant part in the movements of markets around the world. But we do not follow the crowd. Crowd reactions are usually based on perceptions which are often wrong, and we believe that the distance between perception and reality is where true opportunity lies. 

“It is the distance between perception and reality that defines the opportunity.”

We marry wisdom and discipline with investment strategy and policy to capitalize on that difference between perception and reality and pursue the best possible outcomes for each and every client. But we are not perfect.

Wisdom flows not from the frequency of being wrong but rather how quickly we recognize that we are. We are humble and constantly ask ourselves “could we be wrong?”. Not being proud makes our advice more valuable. We have a responsibility to share the inevitability of stormy weather with our clients. We do not shirk this responsibility, we embrace it because we care. Our clients respect us because of this.

If this environment appeals to you, we probably have a lot more in common and we want to have a conversation with you.