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The Home For All.

At Heritage Wealth Management, we are a home for all seasons and for all people. Financial planning is about more than accumulating wealth; it’s about the freedom you desire.
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Our Purpose

We Help Great People Make Good Financial Decisions To Guide Them To A Happy & Successful Retirement.

A legacy of building with intention.

Todd founded Heritage Wealth Management after discovering his passion for helping people build financial security. His son Dallin grew up alongside the business, learning hard work early and later developing a growth mindset through his own entrepreneurial journey. Together, Todd and Dallin serve generations of Utah families, treating every client like family and helping people feel prepared, supported, and confident as they build intentional futures.
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Carry your legacy forward.

Heritage Wealth Management exists to provide thoughtful planning, clear direction, and steady guidance through every season of life. We help everyone directly or indirectly. Our mission is to help families protect what they’ve worked for, create lasting security, and carry their legacy forward with confidence.
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Pursue a life of Purpose.

At Heritage Wealth Management, our expertise is shaped by decades of experience, continuous education, and a commitment to integrity. As independent advisors, we bring together investment strategies, tax planning, insurance solutions, wealth preservation, and retirement income planning into one complete plan. Rooted in tradition and family values, we aim to support you in creating a future that is secure and meaningful so that you can pursue the life you envision with passion and purpose.
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