Heritage Capital Strategies is an independent financial services firm based in Westlake Village, CA, specializing in providing life insurance solutions for business owners, affluent families, key-executives, and family offices. With a mission to help clients manage their current financial risks while maintaining flexibility for future modifications, Heritage Capital Strategies offers customized life insurance portfolios tailored to each client's unique circumstances, backed by analytical proficiency, underwriting experience, and market access.
As an affiliated member of M Financial Group, Heritage Capital Strategies ensures that clients' insurance policies are proactively reviewed for performance, providing access to the benefits and expertise offered by M Financial Group's network of over 130 leading independent financial services firms. With a focus on delivering customized insurance, benefits, and investment solutions, Heritage Capital Strategies is committed to helping clients achieve their financial goals.
Generated from the website