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Heritage Highlights

By Heritage Financial

In this issue, delve into a 2023 year in review along with a Market Update from Jeremy. Discover important Schwab reminders and read a letter from Bette and Andy Hanson, the retired founder of Hanson Financial. You’ll also catch up with the personal happenings of the Heritage Financial team …

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Our Latest Heritage Highlights Newsletter Is Now Available!

By dgjerde

In this issue, get economic insights about the recession so many “experts” are predicting from Managing Partner and Wealth Advisor Doug Gjerde, MBA, CFP®️, CEPA along with a feature on blended family finances from Wealth Advisor Stephanie Lee, FPQP®️. You’ll also read about what …

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We proudly serve the following areas: Surprise, AZ; Los Angeles, Santa Barbara, San Francisco, and Redwood City, CA; Grand Junction, CO; The Villages, Cocoa Beach, Naples, Titusville, and Sebring, FL; Dawsonville and Roswell, GA; Waverly, IA; Garden City, ID; North Aurora, Lake Zurich, Chicago, Gurnee, and Des Plaines, IL; Menominee and Escanaba, MI; Rochester, Burnsville, Edina, and Lakeville, MN; Winston Salem, Lincolnton, and Arden, NC; Clintondale and Endicott, NY; Knoxville, TN; San Antonio and Garden Ridge, TX; Virginia Beach, VA; Seattle and Pullman, WA; Green Bay, Two Rivers, Little Suamico, Dousman, Milwaukee, Newton, De Pere, Manitowoc, Jackson, Appleton, Waukesha, Brillion, Winneconne, Port Washington, Luxemburg, Sun Prairie, Colgate, Silver Cliff, Sturgeon Bay, Hobart, Valders, Sobieski, Sheboygan, Denmark, Menomonee Falls, Oneida, Lake Geneva, Oconto, Oconto Falls, Weston, Pulaski, Medford, Marathon, Hubertus, Racine, Oshkosh, Deerfield, Seymour, Onalaska, Muskego, Egg Harbor, Freedom, Waunakee, Salem, Fort Atkinson, Howard, Hartland, Suamico, Campbellsport, Glendale, Oconomowoc, Janesville, Lakewood, Coleman, South Milwaukee, Kiel, Whitefish Bay, Tomah, New London, Fond Du Lac, Abrams, Madison, Shiocton, Greenfield, Middleton, Franksville, Neenah, Marinette, Little Chute, Wales, Fitchburg, Forestville, Mount Pleasant, Sheboygan Falls, Tomahawk, Brookfield, Green Lake, Greenleaf, Beaver Dam, Shawano, Ellison Bay, Rio, Mequon, Superior, West Allis, Wisconsin Dells, Wauwatosa, River Falls, Krakow, Lena, Verona, Darien, Wilton, Reedsburg, Lannon, Ashwaubenon, Merrill, Crivitz, Union Grove, WI.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds –15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. InvestmentNews Icons & Innovators: Awarded to Ron Carson (2016): Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Copyright 2024 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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