If you want to take a serious approach to your long-term healthcare costs, Heritage Wealth offers a thoughtful and practical approach to help you prepare. From understanding Medicare options to building a plan for future care needs, we guide you through it all with honest conversations, not complicated jargon. Let's talk about what's possible. Contact us at (630) 868-9127 to begin your healthcare planning in Chicago.
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:
ChicagoWheatonWest ChicagoSt. CharlesNapervilleGlen EllynWinfield
This service in nearby areas
Ready to get started?
Schedule a call to see if we're the right fit for you.