Heritage Wealth offers clear, actionable guidance for tax planning in Naperville built around your goals, not guesswork. Call (630) 868-9127 to get started.
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:
LisleGenevaChicagoWheatonWest ChicagoSt. Charles
This service in nearby areas
Ready to get started?
Schedule a call to see if we're the right fit for you.