The Heritage Path
Timeless Heritage
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Your legacy is the intentional impact you leave behind - the values, principles, and vision you pass down to those you care about. Your heritage is the collection of wealth, wisdom, traditions, and experiences you’ve built over a lifetime.
We designed The Heritage Path to thoughtfully bridge the gap between the two. Our structured, five-step process begins with a deep understanding of your vision and priorities, ensuring every decision aligns with your goals and the meaningful legacy you wish to create.
With The Heritage Path, you’ll confidently transform your heritage into a lasting legacy.
Family-Focused Legacy & Wealth Planning
Your vision drives our approach. Think of us as your legacy partners - helping you protect what you've built and create a lasting impact.
Inside Our Approach
What does it cost to work with us?
We believe wealth planning should feel like an investment in your future—not a mystery expense. That’s why we use a transparent flat-fee model that’s easy to understand and simple to plan for.
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We don’t earn commissions, kickbacks, or any hidden compensation - ever. Our advice is always impartial, conflict-free, and aligned with your goals.