Welcome to Heritage Wealth Partners
We have designed this “Virtual Office” for both clients and visitors to use as a resource. We encourage you to browse our “office” and learn more about Heritage Wealth Partners, our wealth management team and the array of resources available to you. You will find information on current financial markets, articles, investment research tools, calculators and links to your TD Ameritrade and eMoney accounts.
Whatever your goals, we can help you get there
Whether you are trying to sell your business, real-estate or highly appreciated asset and want to defer the tax, to leveraging your assets to purchase a Financed Insurance contract. Our goal is to help you navigate through all of your options to get the best results.
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.
Our Team
Matthew R. Keyes
Heritage Wealth Partners President / CEO
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...
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.”
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.”
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."
