Heritage Financial Consultants, headquartered in Hunt Valley, was selected by Worth® magazine, following a thorough vetting process, to be on its list of Top Wealth Advisors. The only firm in Maryland and Delaware selected to be on this list, Heritage Financial Consultants will provide articles for all six of Worth® magazine’s issues in the coming year.
Worth® magazine is one of the premier wealth management magazines in the country designed to reach high-net-worth individuals. The June/July issue will include an article by Heritage Financial Consultants partner Brian Gracie titled, “What Are My Options for Diversifying/ Hedging a Concentrated Stock Position?”
Heritage Financial Consultants Managing Partner Peter Maller said, “We are honored to have been selected by Worth® magazine to represent the Maryland area and are especially pleased that people in Maryland have access to the magazine’s excellent wealth management information that is especially tailored to the needs of high-net-worth individuals.”
