Investment portfolios can be a source of underlying stress for many people.

• “Will my savings really be able to fund my retirement?”
• “How should I think about my company’s stock as a part of my portfolio?”
• “Are my investments set up to give me the best tax treatment available?”

We can provide you with both a strong portfolio and peace of mind by helping you answer these types of questions with confidence.

We provide:

Customized Investment Solutions – Your portfolio is created specifically for you, considering your needs, goals, risk suitability, and more.

Cost Conscious Portfolios – Costs are one of the only things an investor can truly control, and low costs are highly correlated with investor outperformance. We build portfolios focused on passively managed, index-based investments.

Tax Expertise – We build your portfolio to maximize tax efficiency. We keep your tax situation in mind when making recommendations both for the current tax year and for the future.

Objective Advice – Because we are a fee-only advisor, our only interest is in your success. We do not sell investment products or receive commissions or compensation for any investment recommendations. Your portfolio is built for you.

Any firm should be able to find you a reasonably diversified portfolio – though this is not always the case – but that is the bare minimum. At Heritage Road, we do the additional work of ensuring that your portfolio specifically fits your unique needs, goals, and priorities.