Who We Are
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Now a second generation company, Heritage Capital Concepts was Founded in 1981, as R. H. Paradis and Associates, and built on the principles of integrity, straight talk and a hand shake! It is this heritage upon which our foundation was laid; as a company, as professionals and as your financial partners. Dedicated to a lifelong commitment, our investment team of financial professionals remain steadfast partners with our clients and friends, steering them through the rough seas and climbing the peaks to their financial goals. We are proud of the traditions and ethical values that our clients have come to know and rely on for almost 4 decades and remain at the heart of Heritage Capital Concepts today.
Is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Putting a Price Tag On Your Health
Impact of Taxes and Inflation