Sarah Patton

Wealth Advisor at Heritage Wealth Management

Role: Wealth Advisor at Heritage Wealth Management
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Advisor
Heritage Wealth Management
Jan 2020 — Present · Houston, TX, US

Contact information

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Work email
•••••@heritageplanners.com
Personal email
•••••@•••••.com
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Current company

Heritage Wealth Management

Financial Services · 13 employees · Founded 2002 · Houston, Texas, United States

At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and faith. Our objective is to provide our clients with high-quality financial advice that has an impact on, and is influenced by, their daily lives and how they live them. Sound financial planning allows the client’s financial objectives to be addressed and refined, empowering them to focus on what is truly important to them and to their families. We believe that the best way to serve is to walk beside you during important financial decisions that occur in your life. As a Steward of your money, it is our responsibility to bring all the elements of your financial life together, not just the investments, to advocate for you and help you live the life you deserve.

heritageplanners.com

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