Heritage Wealth Counselors is a family office - multi based in Boonton, United States, founded in 1998. Verified contact details, AUM data, and investment preferences on FindLPs.
Heritage Wealth Counselors is a multi-family office based in Boonton, New Jersey. Established in 1998, the firm provides custodial, reporting, investment management, and other financial services to families. It also provides lifestyle management services including property management, business management, office services, travel planning, staffing, and personal security. Heritage Wealth Counselors embodies the new model for the Family Office where traditionally large staffs of dedicated professionals have provided custody, reporting, investment management and a variety of other services to families. Heritage Wealth Counselors Family Office Services offers a full range of support with a concentration on roles as chief advisor to the family, investment review or management, financial administration, trustee services, and back-office support services.
Investment types: Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital
Sectors & themes: Capital Markets, Charitable Investments, Equity/Mutual Funds, ETFs, Hedge Funds, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Alternative Investments, Financial Services, Finance, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 429 Rockaway Valley Rd.Suite 500\nBoonton Township\nNew Jersey\n07005\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.