Over $2BN
Assets under 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.
Over $2BN
Assets under management
14
Years in business as a team
160
Collective years of experience
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.
Managing Director–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
Client Associate
Registered Client Associate
Managing Director–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
Client Associate
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
