Heritage Strategic Wealth, LLC
SEC RegisteredHelping You Grow and Secure Your Wealth
About the firm
Heritage Strategic Wealth, LLC. is a referral-based Registered Investment Advisor (RIA) dedicated to serving the financial planning needs of families across Central and Southern Illinois, Indiana, and Iowa. The firm understands the unique financial landscapes of rural America and is committed to building lasting relationships based on trust and a deep understanding of clients' financial goals. It believes that active investment management offers significant advantages over passive strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax Efficient Retirement Planning, Social Security Optimization, Investment Management, Income Planning, Tax Minimization, and Estate Planning.
Who they serve
Families across Central and Southern Illinois, Indiana, and Iowa, with an understanding of the unique financial landscapes of rural America.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24 | $3.5M |
| High Net Worth Individuals | 1 | $42M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heritage Strategic Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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