Heritage Investment Group is a half-billion dollar wealth management firm founded in 1993 by a close group of family and friends who share a vision of bringing honesty and discipline to the wealth management process. We are unique in that we have the courage to admit that it is impossible to accurately predict the future and we have the integrity to place our clients' interests ahead of our own. We cater to a select group of clients who want to rise above the traditional Wall Street approach and who are searching for a clearly-defined process that they can believe in.