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## Wealth Management

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### Relationship-driven Wealth Management

We work closely with you to plan solutions for now and for the future — all to meet your wealth objectives. We offer a wide range of services, including trust and estate planning, retirement planning services, education saving and investment portfolio management.

### Investment Advisory Solutions

The advisors at Heritage National Bank . Wealth Management use a team approach focused on helping you to meet your goals and objectives, with the flexibility to design your portfolio based on your changing needs. Most importantly, we seek to help you meet your evolving long-term needs.

### Financial & Estate Planning

As you move through your life, you want to be prepared with plans that seek to grow your wealth, protect your assets and manage your estate. We work with you to create financial plans that consider your short- and long-term objectives.

### Financial Planning

Whatever your stage of life from just starting out, to raising a family, or working toward retirement — our investment professionals will work closely with you to plan your financial strategy. Financial Planning provided by Heritage National Bank . Wealth Management focuses on developing a strategy that is as unique as you are.

### Estate Planning

With an Estate Plan from Heritage National Bank . Wealth Management we seek to develop a plan to transfer assets to your heirs. You will relieve the burden on your family by developing a plan that eases the administration of your estate and seeks to give them peace of mind. We work with you to help manage and preserve your assets.

### Asset Protection & Safekeeping

Seeking to protect your assets is a key component of any financial or estate plan. Asset protection planning is risk management in the event of a lawsuit that could target your assets. The professionals at Heritage National Bank . Wealth Management seek to help you address those risks.

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