Out of an abundance of caution and in accordance with recommendations set forth by Ohio State Governor Mike DeWine we are suspending in office meetings until further notice. Please note that we will be continuing to monitor and service your accounts as normal and are always available by phone, email or Skype.
" 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
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.
Social Security: By the Numbers
My Retirement Savings
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.
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...
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...
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...