nicklaus mattingly

Heritage Investment Group provides wealth management and investment guidance to high net worth individuals, families, charitable foundations and qualified plans. We provide seasoned financial guidance, with respect and integrity, backed by a disciplined investment process. Since 1993, we've built our firm on a strong foundation of family and friendships with guiding principles of ethics and integrity. Heritage was named to the CNBC Top 100 Wealth Management Firms in both 2014 and 2015; Heritage was also named to the 2015 Financial Times Top 300 Registered Investment Advisors. Specialties Financial Planning and Investment Strategy, Portfolio Management and Risk Analysis, Cash Flow Management, Retirement Planning, Estate / Trust Planning, Tax Management and Reporting Nick is currently a Wealth Manager at Heritage. His scope of responsibilities include client portfolio management and retirement planning, as well as project management.