Heritage Wealth Counselors

Family Office

Boonton, New Jersey, United States

Heritage Wealth Counselors is a multi-family office based in Boonton, New Jersey. Established in 1998, the firm provides custodial, reporting, investment management, and other financial services to families. It also provides lifestyle management services including property management, business management, office services, travel planning, staffing, and personal security. The assets of the firm are managed and governed by an executive management team.

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