Established in 2004, Heritage Wealth Managers is an independent financial planning practice based in Cape Town, South Africa. As a licensed Financial Service Provider (FSP No. 24813), the company focuses on building long-term client relationships through objective and professional advice. Their services encompass a wide range of financial needs, including investment planning, retirement planning, risk management, and estate planning, with a stated mission to help clients make smart financial choices to achieve their life goals.

Founded in

United States