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Heritage Wealth Counselors Overview
Type
Family Office - Multi
General Information
Heritage Wealth Counselors is a multi-family office headquartered in Boonton Township. Founded in 1998, the firm advises affluent families on investment management, estate planning, and lifestyle administration, integrating custodial and reporting solutions with a proprietary Family Wealth Protection Process. Its seasoned professionals coordinate tax, legal, and philanthropic advisors to preserve and grow multigenerational capital—delivering comprehensive fiduciary stewardship.
Contact Information
Website:
Website:
https://www.heritagewealth.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
429 Rockaway Valley Rd. Suite 500 Boonton Township, NJ 07005
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