Local Service
Financial Advisor in Chicago
Heritage Wealth - Building Wealth. Preserving Legacies!
In a city as fast-paced and diverse as Chicago, managing your financial future takes more than just saving, it takes clarity, structure, and a trusted advisor by your side. Whether you're planning for retirement or reassessing your goals, working with a financial advisor in Chicago can help you move forward with purpose. At Heritage Wealth, we offer practical, personalized guidance that aligns with your life stage and future plans.
Our People
Meet the team
David Fortosis, CFP®
Owner & Lead Advisor
Charles Freeman, CFA, EA
Chief Investment Officer
Tracy Furman
Tax Director
Jeff Goodman
Retirement Income Specialist
Areas we serve
Based in Naperville, we also serve individuals and families in:
LisleGenevaWheatonWest ChicagoSt. CharlesGlen EllynWinfield
This service in nearby areas
Ready to get started?
Schedule a call to see if we're the right fit for you.