You spoke and we listened, at American Heritage Wealth Management we help clients achieve their personal financial goals with a simple and effective approach. This approach is known as the American Heritage PTO advantage. This means you can trust us to always provide Prudent, Transparent, and Objective advice. When you partner with American Heritage Wealth Management, you will receive the one-on-one guidance and support necessary to be confident about your financial future.
We provide expert advice and guidance to clients in all areas of personal investments, including the following:
- Brokerage and Investment Securities
- Mutual Funds and ETFs
- US Treasuries and CDs
- Tax Advantaged Muni-Bonds
- Life and Disability Insurance
- Annuity Insurance Products
- Retirement Accounts and Rollovers
- Health Savings Accounts
- 529 Education Accounts
- Charitable Giving & Donor Advised Funds
- Titling & Beneficiary Designations
Medallion Signature Guarantee
When life happens we are here to help you navigate the sometimes complex world of financial documentation and Medallion Signature Guarantees. As an American Heritage Wealth Management client we can help you attain a Medallion Signature Guarantee through our local Broker Dealer Cetera Investment Services, LLC. If specific circumstances limit Cetera's ability to provide the Medallion Signature Guarantee, we will help you find additional resources to achieve your desired outcome.