About us

Heritage Wealth Architects takes the hassle and stress out of managing your financial well-being. So you can dedicate your time to the things that matter most to you.

Heritage Wealth Architects

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.

Your Journey Begins with Us

Our fee structure is based on the complexity and magnitude of your financial situation. We utilize our expertise and vast strategic partner network to create and help you execute your financial plan. We lead with fiduciary principals, meaning we must put our clients interests ahead of our own. Your goals are our first priority. Contact us at our headquarters in Mendota Heights, Minnesota. We anticipate a remarkable relationship.

Our client-first philosophy ensures that we are always invested in your future. From investment and retirement planning to tax considerations and family legacy planning, we guide you in creating a wealth strategy that suits your immediate needs and long-term aspirations. Our priority is your entire financial well-being. Led by your wealth advisor, you’ll collaborate with a team of experts, each contributing their specialized knowledge to support your informed wealth decisions.

© 2024 Heritage Wealth Architects