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Heritage Wealth Counselors
Multifamily office listing in Boonton Township, New Jersey, United States.
Overview
Heritage Wealth Counselors is a family office services firm founded in 1998. It offers support as chief adviser to families and provides investment review or management, financial administration, trustee services and back-office support. Investment interests include private equity, hedge funds and real estate.
Services
- Family advisory
- Investment review
- Investment management
- Financial administration
- Trustee services
- Back-office support
Location
See more firms in New Jersey.
Sources and last checked
- Family Office Club research database, 2026 edition
Last checked October 21, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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