Heritage Wealth Counselors

Heritage Wealth Counselors, LLC is a leading wealth counseling practice based in Mountain Lakes, NJ, specializing in legacy, wealth, and estate transition for high net worth families. With a team of experienced professionals and strategic alliances, Heritage offers a proprietary wealth counseling process that helps families successfully preserve, grow, and plan for the generational transfer of their wealth.

Under the leadership of CEO Jack Sullivan, an industry-leading voice in wealth management, Heritage stands out for its unrivaled wealth protection process, discreet and personalized service, and administrative and financial oversight of over $200 million in assets. By utilizing a scaled-down support team and a new virtual platform, Heritage guides families through a guided discovery process to determine their values and create a personalized estate, financial, and wealth transition plan. Working closely with a family's existing financial advisors, Heritage implements its proprietary reporting system to evaluate and advise on all investments and assets, including tax planning.

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