Together we support today's goals while honoring tomorrow's legacy
Welcome to Heritage & Co. Private Wealth Partners - Where wealth is more than what you build; it's what you protect, preserve, and pass forward.
We partner with individuals, families, and business owners to create clear, intentional strategies that combine protection and long-term planning, so you can move with confidence today and leave a legacy tomorrow.
Take a look around - when you're ready, we'd be honored to help you map out your next step
About Us
How we serve our clients
Heritage & Co. Private Wealth Partners serves families and business owners who think in generations. We structure life insurance strategies designed to protect what matters now - while supporting generational wealth with long-range intent. When appropriate, we also implement fixed annuities to add stability and predictable planning to a broader strategy.
Currently serving and fully licensed in the following states:
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Michigan
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Texas
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Tennessee
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Arizona
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Montana
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California
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Hawaii
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Nevada
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South Carolina
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Florida
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Louisiana
Ensure Peace of Mind Now
Our Legacy Advisors are properly licensed to conduct business and serve in multiple states. If you are located in one of the states we serve, we welcome the opportunity to schedule a conversation and explore how we may serve you in protecting what you have built and stewarding your resources for the future.
Our Services
30 min
1 hr 30 min
30 min
30 min
2 hr
45 min
D. Hermans, FL
Thank you for all your guidance in setting up our IUL's for us. You did a great job of explaining our illustrations for us. We appreciate your patience and not rushing us in to any decision. You're the best!
R. Scott, FL
Thank you for your patience and willingness to connect a few times before we were able to secure the right life insurance policy that met my needs.
M. Taylor, MI
Carmen took her time and explained to me in layman terms about the different types of life insurance policies I could qualify for. Ultimately, I went with a IUL Policy to build wealth that I can take a loan from or use for long-growth and draw out at retirement.