Judy Davis's Contact Details

Judy Davis's Company Details

Heritage Wealth Architects

St. Paul, MN, US • 5 - 9 Employees
Financial Services

Life is busy, unpredictable, and surprises await around every corner. Planning your financial future is time consuming and requires expertise. Having an advocate guide you and help you make decisions by providing objective, holistic advice can make all the difference.Heritage Wealth Architects (HWA) is an independent Registered Investment Advisory firm based in Saint Paul, Minnesota specializing in advising high net-worth individuals and families, executives, and small business owners concerned with financial planning topics including tax-planning, compensation, and buying, growing, and selling their businesses. HWA is a fee-for-service firm that provides clients with a personalized, flexible, and comprehensive array of strategies to create and preserve wealth. Through detailed service, execution, and monitoring during the financial planning process, HWA serves as a partner, advocate, and advisor for our clients. At the center of our client service model is the commitment to always place our clients' interest first by honoring our fiduciary responsibilities and actively listening to our client's goals and dreams.