Wealth planning experience for every generation
Heritage Wealth Management
503-221-6893
UBS Financial Services Inc.
805 SW Broadway
Suite 2600
Portland, OR 97205
Offices located in Oregon and South Carolina
Oregon
805 SW Broadway
Suite 2600
Portland, OR 97205
South Carolina
900 Island Park Drive
Suite 201
Daniel Island, SC 29492
Heritage Wealth Management is committed to a multigenerational approach to wealth management. Our team spans five generations and has navigated the experiences that your family faces. We want to be your Family Office.
We provide a tailored approach that helps bring clarity, direction, and confidence. We support you over time with responsive emotional support, education and access to the wide array of services and connections that we provide.
With a bi-coastal effort from two offices—Portland, Oregon and Charleston, South Carolina—we are committed to your long-term success and strive every day to ensure your wealth stays aligned with your values and goals.
“Always mindful of the challenges facing each generation, we chose the name ‘Heritage’ because we understand the importance of understanding your values and aspirations when planning your financial future.”
— Joseph W. Cheek
Cameron Cheek and Teresa Hart have been recognized as industry leaders
- Cameron Cheek, Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020
- Cameron Cheek, Forbes Best-In-State Wealth Advisors, 2018, 2019
- Cameron Cheek, UBS Top 35 Financial Advisors under 35, 2013, 2014
- Teresa Hart, Forbes Top Women Wealth Advisors, 2020
- Teresa Hart, Barron's Top 1,200 Financial Advisors, 2019
- Teresa Hart, Financial Times Top 400 Financial Advisor, 2015
- Teresa Hart, NABCAP Premier Advisor, 2013, 2012
Long-lasting relationships
How do you want to work together?
Thoughtful and accountable, we understand each client has a unique situation with diverse needs. That’s why we listen carefully, so we can work closely together and proactively uncover opportunities. With a full range of services, our aim is to be helpful in every aspect of your financial life.
Financial planning
What do you want to accomplish with your wealth?
Our financial planning approach seeks to understand your individual needs and make sure that your financial decisions reflect both short term desires and long term goals.
Retirement planning
Are you getting the best guidance for today and tomorrow?
A key concern among our clients is, simply, will they be able to retire comfortably. With a specialty in retirement and lifetime income planning, our team can work with you to help protect your lifestyle and livelihood in retirement.
Customized investing
What are the best strategies for reaching your goals?
Once we’ve helped you define your financial and retirement goals, our team provides quality investment strategies tailored to your needs. With direct access to the global resources of UBS, we offer timely perspectives, customized investment management and a fully-integrated suite of financial solutions.
Insights