We are located in a suburb of St. Paul, Minnesota, nestled at the headwaters of the Minnesota and Mississippi rivers. Our team leverages more than 54 years of accumulated knowledge in navigating the wealth management industry to provide individualized financial advice based on your specific goals. We’re thoughtful about our approach and how to align your goals with a custom financial strategy, so you can be confident you’re on track for the future you see for yourself.

At Heritage Wealth Architects, we believe that working with people whose company you enjoy is just as important as the quality of advice you receive. That’s why you can expect to interact with a responsive, friendly team who are dedicated to helping you achieve your goals in an enjoyable and positive way. As industry specialists, our advisors share a wide range of financial planning, tax reduction, investment, and charitable strategies to help you meet your financial goals.