Dedicated to Helping You Achieve Your Financial Goals

Heritage Wealth Solutions

Time is money. Just like with money, it is important to invest time wisely… but unlike money, once our time is spent we can never get more.

Managing your wealth is essential, but it can be overwhelming if you try to do it all by yourself. Part of the goal with gaining wealth should be to enjoy the fruits of your labor, not spend all your time fretting about the harvest!

At Heritage Wealth Solutions we’ll help protect and grow your assets, so you can focus on enjoying them.

After all – you’ve earned it!

Our Specialties

Our Services

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Wealth Management Strategies

Time is money, and managing your wealth can be overwhelming. At Heritage Wealth Solutions, we’ll help preserve and grow your assets so you can focus on enjoying them.

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Insurance Planning

Heritage Wealth Solutions specializes in preparing your family to handle the unexpected. Through Life, Disability income and Long Term Care insurances, we thrive on giving clients confidence in their future by helping to protect their assets.

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Business Planning

Heritage Wealth Solutions believes that small businesses are the back bone of America and can help you grow, protect and continue your business.

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Social Security and Pension Planning

Let Heritage Wealth Solutions handle the details. We’ll help develop and help you manage your fixed income strategies to help maximize your benefits throughout your retirement.

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Heritage Wealth Solutions was founded on a six-step approach to help stimulate success. Let us put our time-tested process to work for you, and lead the way into a brighter financial future.

Our Team

Here at Heritage Wealth Solutions, we have a well-established team of wealth and insurance professionals, all ready and able to do the best job possible for you, your family, or your business. Read a bit more about our team members, and see what we bring to the table!

Chris Hilyer, RICP, CAP

Partner - HWS
Wealth Management Advisor - RJFS
"Since entering the financial industry, I have made it my personal mission to consult with individuals to help them prepare for their futures and help protect their goals."
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David Ayala

Partner - HWS
Wealth Management Advisor - RJFS
" Life events have taught me there is a strong relationship between health and financial planning."
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Sal Flores

Advanced Planning Consultant
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