Solutions Insurance and Financial Services, 3599 US Highway 46, Parsippany, NJ 07054, US

Heritage Wealth Counselors, LLC is a leading wealth counseling practice based in Mountain Lakes, NJ, specializing in legacy, wealth, and estate transition for high net worth families. With a team of experienced professionals and strategic alliances, Heritage offers a proprietary wealth counseling process that helps families successfully preserve, grow, and plan for the generational transfer of their wealth. Under the leadership of CEO Jack Sullivan, an industry-leading voice in wealth management, Heritage stands out for its unrivaled wealth protection process, discreet and personalized service, and administrative and financial oversight of over $200 million in assets. By utilizing a scaled-down support team and a new virtual platform, Heritage guides families through a guided discovery process to determine their values and create a personalized estate, financial, and wealth transition plan. Working closely with a family's existing financial advisors, Heritage implements its proprietary reporting system to evaluate and advise on all investments and assets, including tax planning.Generated from the website

Collaborative Practice Group of New Jersey

Community Mental Health Associates

Innovative Mark-It Solutions'