Heritage Capital Strategies

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2815 Townsgate Rd Ste 120
Westlake Village, CA 91361
+1 (805) 604-2728
https://hcapst.com

Heritage Capital Strategies is an independent financial services firm located in Westlake Village, CA, specializing in life insurance solutions tailored for business owners, affluent families, key executives, and family offices. The firm focuses on helping clients identify life insurance products and funding scenarios that effectively manage financial risks while allowing for future flexibility.

With a commitment to personalized service, Heritage Capital Strategies leverages its affiliation with M Financial Group to ensure proactive reviews of insurance performance. The firm prides itself on its analytical proficiency, underwriting experience, and market access to customize life insurance portfolios that align with each client's unique financial vision.

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