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
  • | 0 Free Articles Remaining!
  • 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. 

The firm recently opened its second Florida office, at 999 Vanderbilt Beach Road, Naples. The firm opened an office in Miami in March 2018.

 

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

  • December 5, 2025
Frontier Airlines offers new Virginia flight from Tampa International
  • December 4, 2025
450-unit Nokomis apartment complex opens near Legacy Trail
  • December 4, 2025
Developer proposes Tampa's tallest building: 70 stories at $650 million
  • December 4, 2025
Airline adds flight from Fort Myers to upstate New York

Sponsored Content