Firm targets high-net-worth clients with expansion

Baltimore-based Heritage Financial Consultants expands south Florida footprint with new location in Naples.

  • By Business Observer Staff
  • | 6:00 a.m. March 18, 2019
  • Charlotte–Lee–Collier
  • Share

NAPLES — Southwest Florida has another wealth management firm that specializes in comprehensive services to high-net-worth families, with Heritage Financial Consultants. 

 

Continue reading your article
with a Business Observer subscription.
What's included:
  • ✓ Unlimited digital access to BusinessObserverFL.com
  • ✓ E-Newspaper app, digital replica of print edition
  • ✓ Mailed print newspaper every Friday (optional)
  • ✓ Newsletter of daily business news
Subscribe

Already subscribed? Sign in.

Latest News

  • April 4, 2026
Publix opens third local store in a month
  • April 4, 2026
Waterfront restaurant owners add 30-slip deepwater marina
  • April 3, 2026
Bradenton restaurant to open second spot, in south Sarasota County
  • April 3, 2026
Net-zero Cortez community selects company to handle rentals

Sponsored Content