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

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • 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 20 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 on the beach with family and friends.

    • 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, 2022, 2023The 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Linfield College, B.S. Finance
    • Senior Portfolio Manager
    5300 Meadows Rd
    Suite 300
    Lake Oswego, OR 97035
  • Joseph Cheek Profile Photo

    Joseph Cheek

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DE
    • FL
    • ID
    • MA
    • MT
    • NC
    • NJ
    • NV
    • NY
    • 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. 

    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 Meadows Road
        Suite 300
        Lake Oswego, OR 97035
      • Teresa Hart Profile Photo

        Teresa Hart, CRPS

        Senior Vice President–Wealth Management

        Senior Portfolio Manager

        • image
        • image
        • AK
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • MA
        • MD
        • MN
        • MT
        • NC
        • NJ
        • NV
        • NY
        • 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 38 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, 2020The 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.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Women Wealth Advisors, 2023The 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 Meadows Road
          Suite 300
          Lake Oswego, OR 97035
        • Richard Hall Profile Photo

          Richard Brandon Hall, AAMS, CFP

          Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • 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, a CERTIFIED FINANCIAL PLANNER™, and 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. 

          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

          Greg Hollingsworth

          Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • 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 34 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 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

          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              941 Houston Northcutt Blvd
              STE 100
              Mount Pleasant, SC 29464
            • Wendy Pace Profile Photo

              Wendy Pace

              Senior Client Associate

              • image
              • image
              • 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, with 20+ years working with Cameron Cheek and the Heritage team, 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 spending time with her niece and nephews.

                • Portland State University, B.A. Business Marketing
                  5300 Meadows Road
                  Suite 300
                  Lake Oswego, OR 97035
                • Amanda Millen

                  Amanda Millen

                  Client Associate

                  • image
                  • image
                  • image

                    Amanda was born and raised in Myrtle Beach, SC and graduated from the University of South Carolina Darla Moore School of Business in 2014 with a degree in International Business and Accounting. Amanda joined UBS in 2022 after 8 years working at Merrill Lynch. She serves as Wendy’s administrative right-hand, and she is here to answer any questions related to online services, paperwork, your monthly statement, estate planning, etc. 

                    Amanda fosters dogs from local animal rescues, volunteers as an advisor for the Chi Omega Fraternity at the College of Charleston, and she serves as a board member of the Girls Scouts of Eastern South Carolina. Amanda loves to watch sports, spend the day on the boat or at the beach, and read a good historical fiction novel. She lives in Charleston, SC with her fiancé Brandon and their dogs Ruby and Beamer. 

                      • University of South Carolina, B.S. International Business & Accounting
                        941 Houston Northcutt Blvd
                        STE 100
                        Mount Pleasant, SC 29464
                      Family Wealth

                      Long-lasting relationships

                      Planning

                      Financial planning

                      couple on boardwalk

                      Retirement planning

                      Columns

                      Customized investing

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $5+ trillion

                      In invested assets globally 
                      As of 11/07/2023

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

                      Insights