Company Email Format Management

Heritage Wealth Advisors

Financial Services 919 East Main Street 48 employees

Employees: 48
Contacts: 2
Emails: 2
Phones: 1

heritagewealth.net LinkedIn

Heritage Wealth Advisors Overview

Headquarters: 919 East Main Street
Phone Number: Available in AeroLeads
Website: heritagewealth.net
Industry: Financial Services
Employees: 48
Founded: 2005
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Financial Planning Investment Advisory Tax Planning Family Office Foundation Management

About Heritage Wealth Advisors

Heritage Wealth Advisors was founded 2005 by Dee Ann Remo with the vision of creating a firm that delivers comprehensive financial solutions to clients in an innovative and collaborative way. Today, with offices in Virginia and Pennsylvania, Heritage is an independent, full-service multi-family office with nearly $4 billion in assets under management. In 2021, the firm established The Foundation for Financial Independence, focused on building wealth among communities that have historically been excluded from opportunities. Heritage recently acquired Mangham Associates, a privately-held investment partner to foundations, endowments and select families based in Charlottesville, Virginia.

Heritage Wealth Advisors Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Heritage Wealth Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Tracy Townsend	Senior Portfolio Operations Specialist	Charlottesville, Virginia, United States	Email Phone
Dee Ann Remo	Founder and CEO, Heritage Wealth	Richmond, Virginia, United States	View
Steve Henderson	Director of Private Investments	Richmond, Virginia, United States	Email
Carrie Mills Miller	Director of Philanthropy at Heritage	Richmond, Virginia, United States	View