Wealth planning experience for every generation

Heritage Wealth Management


Heritage Wealth Management is committed to a multigenerational approach to wealth management. Our team spans five generations and has navigated the experiences that your family faces. We want to be your Family Office.

We provide a tailored approach that helps bring clarity, direction, and confidence. We support you over time with responsive emotional support, education and access to the wide array of services and connections that we provide.

With a bi-coastal effort from two offices—Portland, Oregon and Charleston, South Carolina—we are committed to your long-term success and strive every day to ensure your wealth stays aligned with your values and goals.

Always mindful of the challenges facing each generation, we chose the name ‘Heritage’ because we understand the importance of understanding your values and aspirations when planning your financial future.

- Joseph W. Cheek

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Cameron Cheek Profile Photo

    Cameron Cheek

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • ID
    • LA
    • MA
    • MD
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA

    CA Insurance license #4060921

    Cameron started at UBS in one of the stock market's most tumultuous months on record. Over the past 15 years, he has helped clients manage their wealth through good times and bad. He joined UBS in August of 2001 and after three years of working on the equity research desk in New York City, he moved back to the Portland area to work with his father, Joe Cheek.

    With his clients, Cameron emphasizes asset allocation and total wealth management with a focus on retirement planning. He also helps his clients with education funding, insurance planning, structures for charitable giving, and estate planning. FINRA-registered, Cameron holds the Series 7 and 66 licenses as well as licenses for life and health insurance.

    Cameron earned his B.S. degree in finance from Linfield College. Cameron, his wife Becky, and daughters, Adelyn and Beatrice, live in Charleston, South Carolina. He enjoys golfing, traveling, and spending time in South Carolina with his wife's family.

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Linfield College, B.S. Finance
    • Senior Portfolio Manager
    941 Houston Northcutt Blvd
    Mount Pleasant, SC 29464
  • Joseph Cheek Profile Photo

    Joseph Cheek

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • ID
    • MA
    • NC
    • NJ
    • NV
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA

    Joe began his financial career with U.S. Bank's Trust Department, where he probated estates and managed family and institutional trusts. He served as the Treasurer for Winter Products, which at the time, was the second largest furniture hardware manufacturer in the U.S. In 1980, he joined UBS predecessor firm Paine  Webber.  

    As a Financial Advisor, Joe has always employed a broad  range of strategies to help clients achieve their financial  goals. His deep understanding of fixed income markets is  a crucial aspect of the individualized plans he develops. Joe has served as a FINRA (formerly NASD) arbitrator since 1996 and is an industry expert in dispute resolution. 

    Joe earned his B.S. degree in business administration from Portland State University. He holds Series 7 and 63 securities licenses, as well as a life insurance license. 

    He enjoys a busy family life, spending time with his wife, Terra, traveling and squeezing in a round of golf during his spare time. 

      • Portland State University, B.S. Business Administration
        5300 SW Meadows Road
        Suite 300
        Lake Oswego, OR 97035
      • Teresa Hart Profile Photo

        Teresa Hart, CRPS

        Senior Vice President–Wealth Management

        Senior Portfolio Manager

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        • AL
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • MA
        • MD
        • MN
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TX
        • UT
        • VA
        • WA

        Teresa is the "global citizen" of Heritage Wealth Management. Between 1976 and 1986, she traveled around the world from Europe to Asia, Australia, and Africa. She encountered many people, each with unique dreams and aspirations. Because of her genuine interest in people, it is no surprise that Teresa has distinguished herself as one of UBS's most successful Financial Advisors.

        She brings more than 30 years of experience helping  clients meet their most meaningful and often complex wealth goals. Teresa provides advice and solutions to address all areas of her clients' lives including financial planning, investment management and asset allocation to longevity, and multigenerational estate planning. 

        Teresa earned her Chartered Retirement Plan Specialist  designation (2000) and completed The College of Financial Planning at The American Institute of Banking and Finance (1989). FINRA-registered, Teresa holds Series 7, 63 and 65 securities licenses and a NFS Securities Futures Certificate (2003), as well as licenses for life and health insurance. 

        Her interests include traveling, skiing, and watercolor painting. 

        • Barron's Top 1,200 Financial Advisors, 2019
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes America’s Top Women Wealth Advisors, 2020, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

          • Senior Portfolio Manager
          • Chartered Retirement Plans Specialist℠
          5300 SW Meadows Road
          Suite 300
          Lake Oswego, OR 97035
        • Richard Hall Profile Photo

          Richard Brandon Hall, AAMS, CFP

          Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • ID
          • MA
          • MD
          • MN
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SC
          • TX
          • UT
          • VA
          • WA

          Brandon has been providing holistic financial planning for families and business owners since 2004. He is an Accredited Asset Management Specialist and CERTIFIED FINANCIAL PLANNER™.  He offers clients in-depth analysis of their entire financial scenario. His tailored approach ensures your wealth aligns with your values and goals. He is known for his integrity, work ethic, and delivering excellent service.

          Brandon earned his B.S. degree in Business Administration and International Business from Oregon  State University. In addition to being fully licensed, Brandon holds the Series 9 and Series 10 licenses.  Administered by the Financial Industry Regulatory Authority (FINRA), this qualifies him to act as a principal to manage or supervise the sales activities of financial firms. 

          Brandon is an Oregonian and lives in the suburbs of Portland with his wife and daughter. They love to travel and spend time with their family and friends. 

            • Oregon State University, B.S. Business Administration and International Business
            • Accredited Asset Management Specialist℠
            • CERTIFIED FINANCIAL PLANNER™
            5300 SW Meadows Road
            Suite 300
            Lake Oswego, OR 97035
          • Alan Greg Hollingsworth

            Alan Greg Hollingsworth

            Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • ID
            • KY
            • MA
            • MD
            • MN
            • MO
            • MS
            • MT
            • NC
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TX
            • UT
            • VA
            • WA

            Greg began his career in one of the equity market’s most tumultuous months on record—and over the past 32 years he has helped clients manage their wealth throughout good times and bad. Greg joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney.

            With his clients, Greg emphasizes asset allocation and total portfolio management with a focus on retirement income planning; while also giving them advice on education funding, structures for charitable giving and estate planning. Greg is FINRA-registered and holds the Series 7 and 63 securities licenses as well as licenses for life, health insurance, and variable annuities.

            Greg earned his bachelor’s degree in chemistry and zoology is from the University of Maryland at College Park and his M.B.A. in finance and information systems from George Mason University in Fairfax, VA. Greg is a former Naval Officer and veteran and is originally from the Washington DC area.

            Greg resides in Charleston, SC with his wife, Mary. In their free time they enjoy traveling and spending time with their family

                  941 Houston Northcutt Blvd
                  Mount Pleasant, SC 29464
                • Wendy Pace Profile Photo

                  Wendy Pace

                  Senior Client Associate

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                  • CA
                  • OR
                  • SC
                  • TX
                  • WA

                  Wendy began her career in 1988 with PaineWebber and in 1995 had the great fortune to start working with Joe Cheek. Currently, she dedicates herself to providing superior service to our clients by anticipating their needs and managing day-to-day operations for the team. Wendy is FINRA-registered and holds Series 7 and 66 securities licenses. 

                  Wendy earned her B.A. degree in business marketing from Portland State University. In her spare time, Wendy enjoys crafting, in particular quilting, embroidery, and crochet. 

                    • Portland State University, B.A. Business Marketing
                      805 South West Broadway
                      Suite 2600
                      Portland, OR 97205
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                    Learn more at ubs.com/wealthway.

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