Heritage Wealth Management

Financial Services • Houston, Texas, United States • 11-20 Employees

Company overview

Headquarters	4400 Post Oak Parkway, Suite 2510, Houston, TX 77027, US
Phone number	+17138719800
Website	heritageplanners.com
NAICS	52
SIC	736
Keywords	Investment Planning, Wealth Management, Retirement Planning, Financial Planning
Founded	2002
Employees	11-20
Socials

Key Contacts at Heritage Wealth Management

Vincent Serratore Your Life Should Be Run Like

Senior Managing Director

Gerard Brien

Director & Financial Planner

Brett Carleton

Owner

Heritage Wealth Management Email Formats

Heritage Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@heritageplanners.com), used 61.5% of the time.

Format	Example	Percentage
{first initial}	j@heritageplanners.com	61.5%
{first name}	john@heritageplanners.com	23.1%
{first initial}{last name}	jdoe@heritageplanners.com	15.4%

About Heritage Wealth Management

At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and faith. Our objective is to provide our clients with high-quality financial advice that has an impact on, and is influenced by, their daily lives and how they live them. Sound financial planning allows the client’s financial objectives to be addressed and refined, empowering them to focus on what is truly important to them and to their families. We believe that the best way to serve is to walk beside you during important financial decisions that occur in your life. As a Steward of your money, it is our responsibility to bring all the elements of your financial life together, not just the investments, to advocate for you and help you live the life you deserve.

Heritage Wealth Management revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Heritage Wealth Management has 13 employees across 3 departments.

Departments

Number of employees

Funding Data

Heritage Wealth Management has never raised funding before.

Heritage Wealth Management Tech Stack

Discover the technologies and tools that power Heritage Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Express

Web frameworks

Frequently asked questions

Heritage Wealth Management is located in Houston, Texas, US.

You can reach Heritage Wealth Management at +17138719800.

Heritage Wealth Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Heritage Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.