Contact Heritage Assets

Yes, we offer virtual consultations via Zoom or Microsoft Teams. You can request a video meeting through our contact form or by calling our office. Please mention your preferred date and time, and we'll do our best to accommodate your schedule. Virtual consultations are available for both prospective and existing clients.

No, there is no minimum investment amount required to speak with our team. We're happy to discuss your financial goals and answer questions regardless of your investment capacity. However, our investment plans do have minimum thresholds that start at $5,000 for our Conservative Plan.

Existing clients can update their contact information by logging into their client portal and navigating to the "Profile" section. Alternatively, you can contact our customer support team via email at support@heritageassets.com or call +1 (555) 123-4567. For security reasons, we may require identity verification before making changes to your account.