Two teams with shared values came together to form Heritage Wealth Management. With offices on both coasts—Portland, Oregon and Charleston, South Carolina—we see wealth management as an opportunity to have a direct, positive impact on the lives of individuals, families and organizations. We have helped nearly 500 families and businesses realize their financial goals with comprehensive planning, investment advice and wealth management.
With extensive financial experience, we manage over $1.5 billion in assets1. Our six-member team has earned the following credentials: Accredited Asset Management Specialist, a Certified Financial Planner, Chartered Retirement Plans Specialist, Series 9/10 supervisory designation and FINRA Arbitrator. We've also been recognized as a Barrons' Top 1,200 financial advisor, a Forbes Best-In-State Wealth Advisor, a Financial Times Top 400 Financial Advisor, National Associate of Board Certified Advisory Practices (NABCAP) and a recipient of UBS Top 35 Financial Advisors under 35 award
“We want you to have the comfort and confidence that comes from knowing our entire team has your best interest at heart.”
— Richard Brandon Hall
Cameron L. Cheek
Cameron started at UBS in one of the stock market's most tumultuous months on record. Over the past 15 years, he has helped clients manage their wealth through good times and bad. He joined UBS in August of 2001 and after three years of working on the equity research desk in New York City, he moved back to the Portland area to work with his father, Joe Cheek.
With his clients, Cameron emphasizes asset allocation and total wealth management with a focus on retirement planning. He also helps his clients with education funding, insurance planning, structures for charitable giving, and estate planning. FINRA-registered, Cameron holds the Series 7 and 66 licenses as well as licenses for life and health insurance.
Cameron earned his B.S. degree in finance from Linfield College. Cameron, his wife Becky, and daughters, Adelyn and Beatrice, live in Charleston, South Carolina. He enjoys golfing, traveling, and spending time in South Carolina with his wife's family.
AK, AL, AZ, CA, CO, CT, DE, FL, ID, IL, KS, LA, MA, MD, MN, MT, NC, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA
Joseph W. Cheek
Senior Vice President - Wealth Management
Joe began his financial career with U.S. Bank's Trust Department, where he probated estates and managed family and institutional trusts. He served as the Treasurer for Winter Products, which at the time, was the second largest furniture hardware manufacturer in the U.S. In 1980, he joined UBS predecessor firm Paine Webber.
As a Financial Advisor, Joe has always employed a broad range of strategies to help clients achieve their financial goals. His deep understanding of fixed income markets is a crucial aspect of the individualized plans he develops. Joe has served as a FINRA (formerly NASD) arbitrator since 1996 and is an industry expert in dispute resolution.
Joe earned his B.S. degree in business administration from Portland State University. He holds Series 7 and 63 securities licenses, as well as a life insurance license.
He enjoys a busy family life, spending time with his wife, Terra, traveling and squeezing in a round of golf during his spare time.
AL, AZ, CA, CO, CT, DE, ID, MA, NJ, NV, NY, OR, SC, TX, UT, VA, WA
Teresa D. Hart, CRPS®
Senior Vice President - Wealth Management
Senior Portfolio Manager
Teresa is the "global citizen" of Heritage Wealth Management. Between 1976 and 1986, she traveled around the world from Europe to Asia, Australia, and Africa. She encountered many people, each with unique dreams and aspirations. Because of her genuine interest in people, it is no surprise that Teresa has distinguished herself as one of UBS's most successful Financial Advisors.
She brings more than 30 years of experience helping clients meet their most meaningful and often complex wealth goals. Teresa provides advice and solutions to address all areas of her clients' lives including financial planning, investment management and asset allocation to longevity, and multigenerational estate planning.
Teresa earned her Chartered Retirement Plan Specialist designation (2000) and completed The College of Financial Planning at The American Institute of Banking and Finance (1989). FINRA-registered, Teresa holds Series 7, 63 and 65 securities licenses and a NFS Securities Futures Certificate (2003), as well as licenses for life and health insurance.
Her interests include traveling, skiing, and watercolor painting.
AL, AZ, CA, CO, CT, DE, HI, IA, ID, MA, MN, NJ, NV, NY, OR, SC, TX, UT, VA, WA
Richard Brandon Hall, AAMS®, CFP®
Brandon has been providing holistic financial planning for families and business owners since 2004. He is an Accredited Asset Management Specialist and CERTIFIED FINANCIAL PLANNER™. He offers clients in-depth analysis of their entire financial scenario. His tailored approach ensures your wealth aligns with your values and goals. He is known for his integrity, work ethic, and delivering excellent service.
Brandon earned his B.S. degree in Business Administration and International Business from Oregon State University. In addition to being fully licensed, Brandon holds the Series 9 and Series 10 licenses. Administered by the Financial Industry Regulatory Authority (FINRA), this qualifies him to act as a principal to manage or supervise the sales activities of financial firms.
Brandon is an Oregonian and lives in the suburbs of Portland with his wife and daughter. They love to travel and spend time with their family and friends.
AL, AZ, CA, CO, CT, DE, ID, MA, MN, NJ, NV, NY, OR, SC, TX, UT, VA, WA
Wendy K. Pace
Senior Client Service Associate
Wendy began her career in 1988 with PaineWebber and in 1995 had the great fortune to start working with Joe Cheek. Currently, she dedicates herself to providing superior service to our clients by anticipating their needs and managing day-to-day operations for the team. Wendy is FINRA-registered and holds Series 7 and 66 securities licenses.
Wendy earned her B.A. degree in business marketing from Portland State University. In her spare time, Wendy enjoys crafting, in particular quilting, embroidery, and crochet.
CA, NY, OR, SC, TX, WA