Heritage Trust formed in 1998 as an independent, privately-owned trust bank offering trust administration in addition to investment management, financial planning, oil and gas management, and real estate management. Heritage builds and maintains deep relationships with our clients through proactive communication, creative and unbiased solutions, and dependable responsive service. Above all, Heritage Trust abides by the fiduciary standard—putting clients’ needs and interests first.
In 2015, Heritage combined with Argent Financial Group to be the leading, independent fiduciary wealth management firm in the market. Today, with responsibility for client assets of more than $30 billion, our firm has the scale and sustainability to meet the unique needs and goals of individuals and families, businesses, businesses and institutions throughout the United States. We currently serve clients in all 50 U.S. states from our 30 markets located across 12 states.