Our expertise

We have been serving clients since 2003 and our founding partners have over 58 years of combined financial industry experience to offer you. We consider ourselves to be problem-solvers and dream-makers that use our skills and resources to help you, our client, achieve your goals.

At Heritage Seubert we have the training and experience you want handling your assets. We take part in on-going education to stay abreast of the constantly changing markets, regulations and economy. We attend industry conferences and lobby on behalf of our clients to ensure that your interests remain top of mind. We hold ourselves to the highest fiduciary standards and follow strict compliance procedures that are designed to protect you. And we complement our expertise with trusted advisors, including the vast resources of the Wells Fargo Advisors’ Advisory Service Group and Wells Fargo Investment Institute. These investment professionals provide research on the capital markets, asset managers and industry developments, as well as due diligence analysis for your account.

Whatever you need to succeed financially, trust Heritage Seubert Financial to help carry out your wishes for today, tomorrow and beyond.

We are...

  • Conservative , long-term planners that do not seek risky investments, nor do we trade in and out to generate fees

  • Unbiased, selecting the investment products that are best for our clients

  • Independently owned, backed by one of the nation’s largest and strongest financial institutions

  • A team operation – so you never have to worry about getting someone new up to speed on your affairs

  • Multi-faceted; successfully managing everything from individual investment plans to large corporate 401(k)’s