hw
Heritage Wealth Architects, Inc.
SEC-regulated
Registered investment advisor
Heritage Wealth Architects, Inc., led by Senior Integrated Wealth Manager Samuel A. Johnson, offers financial planning services with a focus on financial markets and finance. Johnson, a CFP® and ChFC® professional, joined the firm in June 2023, bringing experience from Paradigm, Strategies in Wealth Management. As a CERTIFIED FINANCIAL PLANNER™ professional, Johnson upholds high standards of education, examination, experience, and ethics. Clients benefit from his expertise in financial planning, backed by a bachelor's degree from the University of Minnesota Duluth. Johnson's clean disciplinary record and commitment to acting as a fiduciary ensure clients' best interests are prioritized. The firm's President/CEO, James S. Knapp, oversees compliance and supervision, ensuring adherence to the firm's code of ethics. Clients can expect personalized financial guidance and a commitment to ethical standards from Heritage Wealth Architects, Inc.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting