Network·Venture Capital
📍 WOODBRIDGE, CT
SEC CRD #801-132778
Heritage Capital LLC - Comprehensive Financial Planning --> --> --> 999.999.9999 --> --> --> --> Client Login --> --> --> About Us About Us Our Story Our Team Our Fees Who We Serve Who We Serve Getting Defensive for Retirement Success Getting Back On Her Feet After Divorce Why Heritage Why Heritage Our Promise To You Keeping Your Money Safe What We Do What We Do Active Management Strategies Financial Planning and Retirement Planning Try Us Out Knowledge Center Insights eBooks Videos Newsletters In the Media Quick Guides Start a Conversation About Us About Us Our Story Our Team Our Fees Who We Serve Who We Serve Getting Defensive for Retirement Success Getting Back On Her Feet After Divorce Why Heritage Why Heritage Our Promise To You Keeping Your Money Safe What We Do What We Do Active Management Strategies Financial Planning and Retirement Planning Try Us Out Knowledge Center Insights eBooks Videos Newsletters In the Media Quick Guides Menu Yes, you can retire with confidence. Too many financial plans lack enough defensive strategies. Learn how our unique fee-only, fiduciary service helps you protect and grow your money so it’s there for you when you need it most. Learn More About Our Approach Can your retirement survive the unexpected? The future is unpredictable, but many financial plans don’t go far enough to consider the possibilities. What if things don’t go the way we expect? For over 30 years, we’ve been helping people like you thrive in retirement by prioritizing pla
PAUL SCHATZ
PRESIDENT
📞 (203) 389-3553
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AUM
$147M
Location
WOODBRIDGE, CT
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