Experience Makes all the difference
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
Teresa D. Hart, CRPS®
Alan Greg Hollingsworth
Vice President - Wealth Management
Financial Advisor
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843-856-6652