Accessing Our Strategic Solutions
At Heritage Lake Advisors, we help guide you through the complexities of wealth management, without losing sight of your deep commitment to family, desire for a lasting legacy, and a strong belief in financial prudence.
Families and Individuals
Plan your family’s financial legacy with our “whole-of-wealth” approach.
Businesses
Empowering you with customized roadmaps aligned to the future aspirations of your business.
Individuals Receiving Inheritance
Thoughtfully integrate your unplanned inheritance into your financial plan.
Foundations & Endowments
Help simplify your philanthropic management without the burden of regulatory complexities.
Nonprofits
Managing your resources to support your strategic goals, clarify investment policies, and more.
Our personalized advice is tailored
to help meet your unique needs and goals.
Investment Management
We create diversified portfolios matched to your risk profile, combining active and passive strategies to help enhance your investment performance, with transparent, comprehensive updates.
Retirement Planning
We design bespoke retirement plans that consider all aspects of your future, striving to ensure you achieve the comfortable retirement you envision.
Business Planning
Whether it be buy/sale planning or helping company leaders design an appropriate employer sponsored retirement plan, we help business leaders utilize this important asset for the benefit of both themselves and their employees.
Estate Planning
Plan the transfer of your assets with our comprehensive estate planning services, striving to ensure your legacy is preserved and wishes are respected.
Tax Planning
Create comprehensive tax strategies tailored to your financial landscape.
Education Planning
Plan for your family’s educational future with smart savings strategies like 529 plans, ensuring the best for your children’s or grandchildren’s educational needs.
Neither Heritage Lake Advisors nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
We have a collaborative process designed to give you clarity and confidence.
Understand
Build
Propose
Implement
Review
Understanding Your Goals
We start by getting to know you—uncovering what’s important to guide you through the necessary questions that will shape your desired outcomes.
Building Your Financial Plan
Utilizing industry-leading technology, we consider all aspects of your financial landscape to craft a full-balance sheet plan that’s aligned with your values and can adapt with your life changes and changes in the markets.
Proposing Your Wealth Strategies
Leveraging our deep experience, we provide tailored advice, access to specialists, and curated resources to help you make informed decisions and explore a range of financial options.
Implementing Your Action Plans
We put your plan into action, executing strategies and custom solutions to help turn your financial goals into reality.
Reviewing Your Progress
Your financial plan is dynamic, not static. We stay connected, allow us to adapt your strategy as life changes to help ensure long-term success and peace of mind.
