Meet Your Advisor, Gregory Adamczyk
Greg Adamczyk has worked in wealth management since 2008, building a career around customized portfolio strategy, retirement income planning, and guidance for families whose wealth has become more complex over time. Before founding Heritage Wealth Partners, Greg served clients through roles that gave him a broad perspective across the advisory industry, including experience covering Michigan, Ohio, and Indiana as a wholesaler and later working with clients at J.P. Morgan. Today, he brings deep market knowledge, an equity focused approach, and a commitment to helping clients stay comfortably retired while building lasting legacies.
Navigate Complex Wealth With Deep Market Knowledge
Complex wealth deserves guidance that looks beneath the surface. We use deep market knowledge and a dynamic, tactical approach to help you understand what your money is doing, why it is positioned that way, and how each decision fits into the larger strategy. With more clarity around the moving pieces, your wealth can stay better aligned with retirement income needs, family priorities, and the legacy you want to build.
Experience An Equity-Focused Portfolio Tailored To Your Goals
Your portfolio should reflect the life your wealth is meant to support, not a generic model. We build customized, equity focused portfolios around your goals, income needs, risk comfort, and long-term family priorities. Every investment decision is considered within the bigger picture of helping you stay comfortably retired while building a lasting legacy.
Strengthen Your Retirement Confidence With Specialized Income Planning
Retirement income should be built around how you actually plan to use your wealth. We use a bucket strategy based on endowment spending policy, helping separate near-term spending needs from the assets meant to support later years and legacy. With that framework in place, your portfolio can be guided with more intention through each stage of retirement.
