Heritage Wealth Management is an independent group. Our custom solutions are not tied to any one firm. However, our drive to provide the very best investment advice has led us to leverage the unparalleled service, experience, and capability of Fidelity Investments. Their account management system allows our clients to consolidate every aspect of their financial picture under one system and log-in to give a real-time net-worth calculation. Our clients consistently comment that the system is something that they have always wanted, but have never before seen.