Sign Up For Our Newsletter: Get Weekly Insights + Take Us For a “Test Drive”

(630) 868 9127

david@htgwealth.com

(630) 868 9127

david@htgwealth.com

Sign Up For Our Newsletter: Get Weekly Insights + Take Us For a “Test Drive”

(630) 868 9127

david@htgwealth.com

OUR FIRM

OUR FIRM

Heritage Wealth is an independent financial advisory firm with offices in Naperville, Illinois and Lakewood Ranch, Florida. Our mission is to provide exceptional education and advice to people approaching retirement.


We take education seriously. Multiple times per year, our team provides free adult education classes through AFES, an orginzation which delivers 900+ financial classes to over 10,000 pre-retirees per year. 

Heritage Wealth is an independent financial advisory firm with offices in Naperville, Illinois and Lakewood Ranch, Florida. Our mission is to provide exceptional education and advice to people approaching retirement.


We take education seriously. Multiple times per year, our team provides free adult education classes through AFES, an orginzation which delivers 900+ financial classes to over 10,000 pre-retirees per year. 

MEET THE TEAM

Team Image

David Fortosis, CFP®

Senior Project Manager

Team Image

David Fortosis, CFP®

Senior Project Manager

Team Image

Charles Freeman, CFA, EA

Investments

Team Image

Charles Freeman, CFA, EA

Investments

Team Image

Tracy Furman

Tax Director

Team Image

Tracy Furman

Tax Director

Team Image

David Fortosis, CFP®

Senior Project Manager

Team Image

David Fortosis, CFP®

Senior Project Manager

Team Image

Charles Freeman, CFA, EA

Investments

Team Image

Charles Freeman, CFA, EA

Investments

Team Image

Tracy Furman

Tax Director

Team Image

Tracy Furman

Tax Director

WHERE WE WORK

We serve clients in person and virtually. If you're nearby, we’d love to meet in person at your home or at our office. Many of our clients are located in Naperville, Lisle, Geneva, Chicago, Wheaton, West Chicago, St. Charles, Glen Ellyn, and Winfield.

FAQS

How long have you been in business?
Isn’t it expensive to work with a financial advisor?
Where will our accounts be held?
How often will we meet?
Can you do our taxes too?
Are you a fiduciary?
How long have you been in business?
Isn’t it expensive to work with a financial advisor?
Where will our accounts be held?
How often will we meet?
Can you do our taxes too?
Are you a fiduciary?
How long have you been in business?
Isn’t it expensive to work with a financial advisor?
Where will our accounts be held?
How often will we meet?
Can you do our taxes too?
Are you a fiduciary?

SIGN UP FOR OUR WEEKLY EMAIL NEWSLETTER

We get feedback all the time that our newsletter is short, actionable, and insightful. It’s not stuffed with a bunch of industry fluff. And it’s honestly one of the best ways to get to know David, how we think about things, and our working style to see if we’re a good fit. 

Heritage Wealth LLC is a financial advisory and wealth management firm in Naperville, IL.

Services

Financial Planning

Tax Planning & Prep

Investment Management

About

Our Team

Contact

Newsletter

Subscribe to our weekly newsletter for the newest updates.

© 2025 Heritage Wealth LLC. All rights reserved.

Privacy & Terms

Heritage Wealth LLC is a registered investment adviser in the State of Illinois and other states where it is appropriately registered. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Heritage Wealth LLC is a financial advisory and wealth management firm in Naperville, IL.

Services

Financial Planning

Tax Planning & Prep

Investment Management

About

Our Team

Contact

Newsletter

Subscribe to our weekly newsletter for the newest updates.

© 2025 Heritage Wealth LLC. All rights reserved.

Privacy & Terms

Heritage Wealth LLC is a registered investment adviser in the State of Illinois and other states where it is appropriately registered. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Heritage Wealth LLC is a financial advisory and wealth management firm in Naperville, IL.

Services

Financial Planning

Tax Planning & Prep

Investment Management

About

Our Team

Contact

Newsletter

Subscribe to our weekly newsletter for the newest updates.

© 2025 Heritage Wealth LLC. All rights reserved.

Privacy & Terms

Heritage Wealth LLC is a registered investment adviser in the State of Illinois and other states where it is appropriately registered. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.