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Enjoy The Life You’ve Worked For With A Plan Built Around Now And The Future

Heritage Wealth Partners is a wealth management firm that serves as a fiduciary when providing investment advisory services to affluent individuals and families nearing or in retirement in Michigan and beyond.

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Thoughtful Wealth Guidance Puts Your Best Interests At The Center

Thoughtful Wealth Guidance Puts Your Best Interests At The Center

You deserve guidance that is personal enough to understand your life and experienced enough to manage complex wealth with care. With nearly two decades in the industry, we take time to understand your goals, explain what your money is doing, and shape recommendations around the retirement, family, and legacy outcomes you are working toward.

A Tactical Approach Gives Every Decision Direction

A Tactical Approach Gives Every Decision Direction

Complex wealth needs a strategy that can adapt as markets, income needs, and family priorities change. Our tactical approach brings deep market knowledge, customized portfolio construction, and retirement income planning together, so each decision has a clear role in your bigger picture.

Take The First Step Toward Staying Comfortably Retired

You don’t need to have every answer before starting the conversation. We help you clarify where you stand today, what your retirement may require, and how your wealth can support the life you want to keep living.

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Tailored Strategies For The Lives Complex Wealth Touches

We work with clients whose wealth has become more personal, layered, and important to get right, helping each strategy reflect the life, family, and future it supports.

Individuals & Families

Individuals & Families

Guidance that connects your wealth, family priorities, and future with greater clarity, care, and purpose.

Multigenerational Families

Multigenerational Families

Planning to help preserve wealth, support future generations, and strengthen family legacy over time.

Pre-Retirees

Pre-Retirees

Clarity for the retirement ahead, from income needs to the life, family, and legacy you want to build next.

Retirees

Retirees

Guidance to help your wealth support comfort, confidence, family priorities, and the life you want to live.

Business Owners

Business Owners

Planning that connects business growth, personal wealth, transition goals, and life beyond ownership.

Executives

Executives

Support for complex wealth decisions tied to leadership, compensation, retirement, family, and legacy.

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Wealth Services That Coordinate The Many Moving Pieces Of Your Wealth

From customized portfolio management to retirement income and legacy planning, our services help align your wealth with the life you want to keep living and the legacy you want to leave.

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Curated Resources & Insights For Complex Wealth Decisions

Stay informed with resources designed to support better planning conversations. From articles to tools and insights, this library helps you understand important concepts, ask thoughtful questions, and make complex wealth decisions feel more approachable.

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.
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White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
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Let’s Start A Conversation

Whether you are preparing for retirement, coordinating complex wealth, or thinking more intentionally about legacy, we are here to help you move forward with clarity, care, and confidence.

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