We're here for you Helping you pursue your life's goals

Heritage Wealth Management




805 SW Broadway
Suite 2600
Portland, OR 97205

In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to us about how we can help you embrace your financial future with confidence.

Teresa Hart has been recognized as an industry leader.

  • Financial Times Top 400 Financial Advisor, 2015
  • UBS Pacific Northwest Woman of the Year, 2015
  • NABCAP Premier Advisor, 2013, 2012










Art Cashin on the markets

Top of the Morning daily podcasts