Hereditas is Latin for heritage. Like a family quilt, wealth can be passed from one generation to the next. Whether you are the first to begin a tradition or one of many, we want to acknowledge where you have been, where you are, and where you are going. Our team has its own legacy starting with Richard Lazer who served clients in the financial industry for over 50 years. As a founding member of our team, he helped us build a foundation of hard work, communication, and placing our client’s best interests first before retiring in 2018. We continue to honor our roots as Hereditas Wealth Management today.
Our time-tested process for building, managing and monitoring a customized financial plan begins with goal-setting. But it’s an ongoing cycle, a living plan that requires attention and consideration, and when appropriate, adjustments to stay aligned with your life.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 8707 Skokie Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://hereditaswealth.com/
- Keywords
- Skokie.
- HQ
- Skokie, IL
Hereditas Wealth Management Questions
Hereditas Wealth Management's website is https://hereditaswealth.com/
Hereditas Wealth Management's LinkedIn profile is https://www.linkedin.com/company/hereditas-wealth-management
Hereditas Wealth Management has
3 employees.
View email and phone details for 3
employees at Hereditas Wealth Management.
Hereditas Wealth Management's industry is
Financial Services
Hereditas Wealth Management's top competitors are
Bernstein Private Wealth Management,
Cresvita Capital,
Focus Partners Wealth,
Ortus Capital Management Limited,
Morgen Evan,
Mntn,
Quotient Wealth Partners,
World Investment Advisors (Formerly Pensionmark),
Glenbrook Trading,
Sciame Construction, Llc.
Hereditas Wealth Management's categories are Financial Services
Hereditas Wealth Management's founding year is 2023
