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.
When you're making important financial decisions you want sound, objective advice from someone who knows you. Suncoast Trust & Investment Services team, located at Suncoast Credit Union, will help you decide how to invest and manage assets that work to achieve your financial goals. Our financial advisors are licensed, and experienced financial planning professionals. We receive in-depth, ongoing training on investments, insurance, financial and retirement planning. Our expertise is used to make your life easier, every step of the way. We are committed to our community and look forward to meeting you to discuss your needs and goals.
Hate money management? Had it with money managers? Our clients are smart, professional, savvy pre-retirees who are leery of financial professionals. They are done with Wall Street. They recognize there is more to life than money, and they want to be seen by their adviser as a person, not a pile of cash. They've learned about the myriad of hidden ways that financial advisers get paid. They are ready for a transparent arrangement with a hired professional, free of commissions, trailers, and agendas other than their own best interest. They want someone available to debate the pros and cons, not calling to pounce with a product. They've done their own work on what money is for, and what money means to them. They don't take life, or themselves too seriously. They like to laugh and dream while they learn. It's hard for them to understand why finances aren't more fun. We couldn't agree more.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
