Heritage Investment Group is a distinguished wealth management firm headquartered in Pompano Beach, Florida, with additional offices in Tampa and Orlando. Established in 1993, the firm is built on a foundation of ethics, integrity, and a commitment to putting clients’ interests first. As independent fiduciaries, Heritage Investment Group provides comprehensive financial guidance to high-net-worth individuals, families, charitable foundations, and qualified plans. Their services encompass personalized financial planning, investment management, and retirement strategies, all designed to align with clients’ long-term goals. With a disciplined investment process and a client-centric approach, Heritage Investment Group fosters financial security and peace of mind. The firm’s dedication to excellence has earned it a reputation as a trusted advisor in the financial industry.

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