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.

Our Background

James Knapp’s journey to founding Heritage Wealth Architects began with a vision to revolutionize the financial planning industry by offering personalized services tailored to each client’s unique needs. Armed with a passion for finance and a commitment to excellence, James embarked on his entrepreneurial endeavor with unwavering determination and a clear sense of purpose. Drawing upon his years of experience in the financial sector and a deep understanding of the complexities of wealth management, he set out to create a boutique firm that prioritized individualized attention and white-glove service above all else.

In the early days of Heritage Wealth Architects, James focused on building strong relationships with his clients, taking the time to understand their financial goals, aspirations, and concerns on a personal level. Rather than adopting a one-size-fits-all approach to financial planning, he embraced a philosophy of customization, recognizing that each client’s financial situation is unique and requires a tailored strategy for success. By combining his expertise in investment management, retirement planning, tax optimization, and estate planning with a deep commitment to client satisfaction, James established Heritage Wealth Architects as a beacon of trust and integrity in the financial planning industry.

Our Approach

Central to Heritage Wealth Architects approach is James’ dedication to delivering highly tailored financial services that meet the individual needs and objectives of his clients. Whether they are planning for retirement, funding their children’s education, or safeguarding their wealth for future generations, James works closely with each client to develop a comprehensive financial plan that aligns with their goals and values. By offering personalized advice, proactive guidance, and ongoing support, he empowers his clients to make informed decisions about their financial future and achieve peace of mind knowing that their wealth is in capable hands.

As Heritage Wealth Architects continues to grow and thrive, James remains steadfast in his commitment to providing exceptional service and unwavering support to his clients. Through his dedication to excellence, innovation, and personalized attention, he has earned the trust and loyalty of individuals and families seeking a partner they can rely on for all their financial needs. With a focus on building long-lasting relationships and delivering measurable results, James and the team of HWA are poised to continue making a meaningful impact in the lives of their clients for years to come.

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