Contact the
wealth management department
Start a conversation with a trust officer or wealth advisor
We want to learn about what’s important to you and devote our full attention toward achieving your goals.
It’s very reassuring for me to count on the guidance and expertise of my trust officer and investment advisor at Heritage Bank. Their wealth management team is very knowledgeable.
Steven S. | customer since 2015
Investments and the financial world in general can be overwhelming at times. I feel safe and secure working with the team of professionals at Heritage Bank.
Fiona A. | customer since 2018
They’re committed to working with me in implementing a personalized plan for my financial future. They keep us updated on a regular basis.
Thomas L. |
customer since 2016
Investment and Insurance Products are:
- NOT INSURED BY THE FDIC
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OF OTHER OBLIGATION OF, OR GUARANTEED BY, Heritage BANK, OR ANY BANK AFFILIATE
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
