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Pursuing Success by

Working Together

At Heritage Financial Services our focus is our clients. We strive to earn your trust by putting your financial goals at the forefront of everything we do.

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We are Heritage Asset Management

We hope that our website will be a resource to our existing clients.  If you are visiting our site for the first time, please pay special attention to the client login and resources tabs.  We hope that these few self-service items will help you in your financial journey with us. 

If you are a visitor to our site, hopefully it will help you get to know who we are.  If you have questions, please call your advisor directly or click the Contact link at the top and send us a message. 

7926 East 171st Street
Belton, Missouri
64012 United States

dthompson@heritage-kc.com

(816) 348-2060

Investment Advisory Services offered through Heritage Asset Management, LLC, an SEC Registered Investment Advisor.  

The Heritage Asset Management web site is limited to general information and assists clients of the firm to gain access to their respective accounts.  No account or personal information is contained in this site.  Furthermore, no information or commentary on this site should be construed as individual advice or a call to action for any client or perspective client.  Any such commentary, product, strategy, or theory contained in this site should be considered generic.  We recommend, if any questions arise, please contact your advisor directly for clarification. 

Form ADV 2A & 2B  |  Privacy Notice  |  Form CRS (Client Relationship Summary)

 

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