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Heritage Financial Wealth Management

  • Asset Maximization
  • Income Planning
  • New Generation Retirement

Heritage Financial Wealth Management

Thomas Harper is an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor. Thomas Harper serves Tampa, FL and the surrounding communities and provides financial planning and asset management. Our mission is to help provide the families and businesses we serve with innovative financial strategies and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Heritage Financial Wealth Management, LLC.

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New Gen Retirement Planning

New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together ...


Investment Management

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs ...

Financial Planning

As an investment advisor representative, I provide advice about securities to clients for a fee. Investment advisors receive compensation for providing ...

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Heritage Financial Wealth Management
1120 E. Kennedy Blvd – Unit 1111
Tampa FL 33602
800.575.6849
tharper@heritagefinancial-wm.com

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Heritage Financial Retirement & Insurance Services, Insurance Agency, Tampa, FL
Thomas Harper offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Heritage Financial Wealth Management, LLC is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Thomas Harper, independent agent. Heritage Financial Wealth Management, LLC, Thomas Harper and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thomas Harper, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Thomas Harper, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.