Oct 2026
I have been a client of Heritage Wealth Management ever since they started. Great people to work with. I have been very pleased with the accounts I have with Heritage Wealth Management.
Reviews
Sep 2026
Our family has been associated with Brett and his professional services team for at least 40 years. They are a super team - always ready to answer questions, offer guidance, or just have a chat at the ball game! Really like using the eMoney financial aggregator and modeling tools. The group exhibits supportive, caring family values.
Sep 2026
I would recommend this firm to anyone. I had been working with multiple Wealth Management Company’s but have since consolidated all my assets under their supervision. A+++++
Photos
Hours
Monday 8:30AM - 5PM
Tuesday 8:30AM - 5PM
Wednesday 8:30AM - 5PM
Thursday 8:30AM - 5PM
Friday 8:30AM - 4PM
Saturday Closed
Sunday Closed
Location
4400 Post Oak Parkway Suite 2510, Houston, TX 77027
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