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<p>Welcome to Heritage Wealth Partners</p>

Welcome to Heritage Wealth Partners

Welcome to Heritage Wealth Partners, your trusted destination for comprehensive wealth management. Step into our virtual office, meticulously designed to serve both our valued clients and visitors alike.

At Heritage Wealth Partners, we pride ourselves on a dedicated wealth management team committed to your success. No matter what financial goals you aspire to achieve, we are here to guide you every step of the way. Whether you're contemplating the sale of your business, real estate, or a highly appreciated asset, seeking tax deferral options, or considering leveraging your assets with a Financed Insurance contract, we're dedicated to helping you navigate through a myriad of options to ensure the best possible results.

Your financial journey is unique, and at Heritage Wealth Partners, we're committed to tailoring strategies that align with your individual objectives. Let us be your compass as you navigate the path to financial success.

" It is the mission of Heritage Wealth Partners to build lasting relationships by educating our clients in all aspects of wealth management."  ~ Matthew Keyes, President / CEO

4 Elements of an Estate Strategy

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A Taxing Story: Capital Gains and Losses

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<p>We can make beautiful music!</p>

We can make beautiful music!

Sometimes all you need is a little guidance. Just like a good conductor who manages skill sets and personalities to help keep the orchestra on tempo and key. The goal is to listen and help streamline a focus so the players can become bigger and better than if they were acting alone.

A Message From Matt Keyes

Heritage Wealth Partners is proud to announce the addition of our newest Representative, Richard Hammons II. Richard is a smart, young, energetic professional who will serve our clients in ways consistent with our mission and core values. To learn more about Richard, see below. 

Our Team

Matthew R. Keyes

Heritage Wealth Partners President / CEO & CCO

Matthew Keyes is the President of Heritage Wealth Partners and focuses on working with business owners and retirees, both of whom are constantly presented with unique financial challenges. “Protecting assets for most of us prior...

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Cort R. Bradbury

Heritage Wealth Partners Financial Consultant

“Everything I’ve done in the past has prepared me for what I do today, and the wealth of that experience is what uniquely positions me to offer others the best service possible.”

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JR Runion

Registered Representative

JR Runion is a distinguished member of the Heritage Wealth Partners team, bringing valuable expertise as the newest addition. Previously serving as a Regional Vice President at Equitable, JR boasts an impressive 18-year track record in...
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Pei-Chin "Bonnie" Andrew

Heritage Wealth Partners Financial Consultant

“As a Certified Financial Planner™ (CFP®), I help individuals, families and businesses plan for the future and prepare for the unexpected.” 

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Richard Hammons II

Registered Representative

I know first-hand how important and valuable sensible financial planning is to a secure and empowered future.  I have come to see my role as a conduit for the financial vision people have, and the strategy to achieve it."

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S. Andy McBride

Heritage Wealth Partners Financial Consultant