Home | Heritage Wealth Partners

Our Wealth Management Value Proposition

Our mission is to deliver personalized, premier wealth management solutions through a team of experienced local advisors who thoroughly understand each client's unique financial goals and circumstances.

An Exciting Message From Matt Keyes

We are thrilled to announce a transformative milestone for Heritage Wealth Partners. After a comprehensive evaluation of opportunities to enhance our services, we have made the strategic decision to join Summit Financial, a preeminent investment advisory firm with over 40 years* experience providing market-leading, multi-family office services, headquartered in Parsippany, NJ.

Since Heritage Wealth Partners’ inception, your success has been our foundation. By harnessing Summit's four decades of excellence, we're poised to elevate our guidance, propelling you and your family further on your journey toward achieving and maintaining financial independence. This partnership amplifies our commitment to your prosperity, setting a new standard in wealth management tailored to your unique needs.

We now have access to Summit's Professional Strategy Team, an elite group of highly credentialed specialists in financial planning, insurance, and investment management. This institutional-caliber brain trust becomes an extension of our team, empowering us to address your most complex financial challenges with unparalleled expertise.

Moreover, this alliance equips us with cutting-edge financial technology and resources. You will have access to sophisticated portfolio management and planning tools that provide deeper insights into your financial landscape, enabling more informed decision-making. We've also gained access to a wider array of diversified investment solutions, advanced risk management capabilities, and robust security and compliance support. This powerful combination of elite expertise and advanced technology allows us to offer you a more comprehensive and sophisticated approach to achieving your financial goals.

Rest assured, you will continue to work with the same trusted advisors you've come to know, now backed by additional resources and support. Our commitment to personalized attention remains steadfast, ensuring that your unique needs and goals stay at the forefront of our relationship.

Thank you for your continued trust in us. We look forward to embarking on this new chapter together.

Our Core Values

Integrity - We approach our clients and work with humility, understanding and empathy.
Client Driven - We put our clients' interest first, always.
Service - We are committed to delivering exceptional service that exceeds expectations.
Education - We're knowledge enthusiasts, constantly evolving and sharing our expertise.
Collaboration - We establish true partnerships with our clients to ensure they attain their financial goals.

Our values are the cornerstone of our identity, guiding every action we take. We proudly share these principals because they form the bedrock of our commitment to your success. It's through this unwavering foundation that we empower you to achieve your desired outcomes.