Andrea Stackland-Winterer

Heritage Wealth Management works with a select group of individuals and families to preserve and grow their wealth by developing integrated investment solutions. Our process involves unique styles of management tailored to our clients' sophisticated needs and objectives.

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.

Commonwealth Financial Network is the second largest privately held independent broker/dealer in the nation. The firm is 100 percent owned and controlled by the management of the firm, which has more than 160 years of combined experience in the industry. The company offers an array of services, including wealth management, investments and research, planning, insurance and advisory services. The company is licensed to work in all 50 states. Commonwealth is also the recipient of numerous awards, including being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company has offices in Waltham, Mass., and San Diego.