Our team

What really sets Heritage Seubert apart is that we truly care about our clients. You are not just an account to us, but the parent of a child with special needs or the owner of a family business seeking a plan to transition it to the next generation. Our advisors average 21 years in the financial services industry, bringing not only our professional but personal experiences into the mix. No matter what you are going through, we understand and can help because most likely we’ve been there too.

In addition to your primary contact, you will be serviced by a team that understands your needs and focuses on them. Because we know you and communicate frequently, we can adapt your strategy to deal with the ongoing changes that life throws at you.

Whether it is building your portfolio, managing your wealth or planning your retirement, we will oversee the details so you can relax and enjoy what’s important to you.