Heritage Wealth Management, Inc.

Heritage Wealth Management is a fee-only fiduciary financial advisor serving San Diego and surrounding areas, specializing in retirement planning, tax strategies, business owner liquidity events, real estate and private equity investments, and wealth transfer. Led by a team of partners with expertise as CPAs, CFAs, and CFPs, they offer comprehensive financial guidance for complex situations including 1031 exchanges, charitable giving, and family office services. Their independent fiduciary status means their sole focus is securing the best risk-adjusted returns for clients across traditional and alternative asset classes.