New Office

Massachusetts-Based Wealth House Opens Third Office

Editorial Staff, July 25, 2022


The wealth management firm has been adding to its footprint in the Greater Boston area of the northeast.

Massachusetts-based Heritage Financial Services has opened a new office in Rockland, adding to existing premises in Westwood and Woburn.

The firm has more than $2 billion in assets under management.

"Over the past few years Heritage Financial has experienced record growth in number of clients, assets under management, and employees. This expansion of our footprint is a logical next step for the future growth of the firm," Chuck Bean, chief executive, said. "We've been looking to expand our physical presence to neighborhoods south of the city of Boston for some time now and are thrilled the time has finally come. We look forward to servicing our clients and meeting with prospective clients in and around the south shore of Boston from our new office space."

A number of other wealth management firms in Massachusetts include SCS Capital Management, Fiduciary Trust International, Loring Wolcott & Coolidge Fiduciary Advisors, Ballentine Partners, The Bollard Group, Welch & Forbes LLC, Twin Focus Capital Partners, Cambridge Trust, Boston Trust Walden, Schooner Capital (a family office), and Raptor Group (FO).

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