Heritage Wealth Retirement Planning

Naperville, Illinois

5.0 (44 reviews)
Call (630) 868-9127 Visit website →

About

Heritage Wealth Retirement Planning, based in Naperville, Illinois, has served clients for over 30 years and offers financial planning with a focus on retirement strategy. The firm's team includes a CFP, CFA, and CPA, and charges a flat percentage of assets under management capped at $2 million. David Fortosis, the owner and primary advisor, works with clients throughout the Chicago area and surrounding communities, meeting both in person and virtually to address questions around spending capacity, investment allocation, Social Security timing, and other retirement-related decisions.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-4PM, Saturday: Closed
SEC registered
No
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