Hundreds of years of collective experience all being utilized with you in mind

Our team has been serving clients since 2003 and our founding partners have more than 60 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’d want from the team of professionals handling your assets. Our advisors have numerous industry-specific designations, and everyone on our team takes part in on-going education to stay abreast of the constantly changing markets, regulations, and economy. We also 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 standards and follow strict compliance procedures that are designed to protect you. In addition, 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 timely, ongoing research on the capital markets, asset managers, and industry developments, as well as due diligence analysis specifically tailored for your account.

Forward-looking_ made up of long-term planners.png

Unbiased_ selecting the investment products that are best for our clients.png

Independently owned_ backed by one of the nation’s largest and strongest financial institutions.png

A full-service operation_ so you never have to worry about getting someone new up to speed on your affairs.png

Multi-faceted_ successfully managing everything from individual investment plans to large corporate 401_k_s.png

_{Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.}