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Financial Planning for All of Life's Seasons

Providing wisdom, insight, and education for more than 30 years.

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Learn more about my practice and how we work with you.

Comprehensive Financial Planning for Compassionate People 

Heritage Wealth Managers exists to provide wisdom, insight and education that empower families to connect their wealth with their purpose.

We work with people who are serious about making smart decisions with their money. A common thread among clients is a deep love of family, community and charitable causes. We are committed to working with those that are seeking a long term, trusted relationship with a team of professionals who can help them pursue the goals that will bring real meaning to their lives.


Stephen has more than 30 years of financial industry experience, working with clients locally in Woburn, MA and throughout the country.

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How We Help

Building a financial plan or strategy is a process that begins with understanding your current situation and learning your plans and goals.

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Stephen's client service team has the knowledge and experience to help put together your financial plan or strategy and maintain it as life changes occur.

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Our Resource Center features videos and articles about investments, tax strategies, and much more.

<p>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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<p>Traditional vs. Roth IRA</p>

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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<p>Choosing a Retirement Plan that Fits Your Business</p>

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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