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Social Security: By the Numbers A Bucket Plan to Go with Your Bucket List

" It is the mission of Heritage Wealth Partners to build lasting relationships by educating our clients in all aspects of wealth management."  ~ Matthew Keyes, President / CEO

We can make beautiful music!

Sometimes all you need is a little guidance. Just like a good conductor who manages skill sets and personalities to help keep the orchestra on tempo and key. The goal is to listen and help streamline a focus so the players can become bigger and better than if they were acting alone.

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Our Process

Welcome to Heritage Wealth Partners

We have designed this “Virtual Office” for both clients and visitors to use as a resource. We encourage you to browse our “office” and learn more about Heritage Wealth Partners, our wealth management team and the array of resources available to you. You will find information on current financial markets, articles, investment research tools, calculators and links to your eMoney accounts.

Whatever your goals, we can help you get there

With the tumultuous fiscal state of our country, planning has become extremely important. Securing assets for one’s immediate family, grandchildren or maybe a favorite charity, while losing as little as possible to probate fees, attorney fees, and taxes has become increasingly more challenging. Improving our lifestyles, simplifying financial decisions and having greater confidence are worthy goals whether preparing for or living a longer, more productive retirement.

Our Team

Matthew R. Keyes

Heritage Wealth Partners President / CEO

Matthew Keyes is the President of Heritage Wealth Partners and focuses on working with business owners and retirees, both of whom are constantly presented with unique financial challenges. “Protecting assets for most of us prior...

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Matthew P. Sands

Heritage Wealth Partners Vice President

Matthew Sands is the Vice President of Heritage Wealth Partners and focuses on working with small business owners and retirees, both of whom are constantly presented with financial challenges. Mr. Sands enjoys helping clients prepare...

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Cort R. Bradbury

Heritage Wealth Partners Financial Consultant

Cort has been helping families, small businesses and professionals set and work towards their financial goals and objectives since 1993. He specializes in retirement planning, investment management, college funding strategies and life...

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