Our founder, Sophie Lancaster, started Heritage Wealth Management because she saw too many families working hard their whole lives without ever being given a real seat at the table when it came to financial planning. Too many were making major decisions based on guesswork, fragmented advice, or the recommendation of someone who didn't take the time to understand their full story. She believed there was a better way,  one rooted in trust, education, and personalized guidance. Heritage Wealth Management is the result of that vision.

No one strategy fits everyone, which is why every client gets our undivided attention,  from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. And because everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur, keeping you on track toward a meaningful and purpose-driven financial future.
We invite you to explore our website and learn more about how we serve our clients. If you have any questions, please send us an email or give the office a call — we look forward to speaking with you.