Heritage Wealth Management

Heritage Wealth Management Heritage Wealth Management is a financial planning firm, providing solutions for retirement savings, In we do, our aim is to help you thrive.

We believe that financial success, or any success, starts with a mindset. Often, clients face contradictions and attitudes that work against their financial independence. If you have not found a clear path forward, we can help you identify what’s holding you back from succeeding and then put you on a path to develop lifelong financial security. At Heritage, we customize financial plans that are ba

sed on you and what you hope to accomplish. We help you understand your end goal and how your decisions will affect your progress, and we present ways to get there using the tools and resources we offer. We help you navigate any obstacles that arise in your journey, and we keep you focused on attaining your goals.

May your day be filled with gratitude. Happy Thanksgiving from Jerry and Holly.
11/27/2025

May your day be filled with gratitude. Happy Thanksgiving from Jerry and Holly.

We're excited to announce that we've moved our office to Lafayette! Come have coffee with Jerry Lynn at 714 E. Kaliste S...
10/24/2025

We're excited to announce that we've moved our office to Lafayette! Come have coffee with Jerry Lynn at 714 E. Kaliste Saloom Road, Suite D-4. Our phone number and website are still the same: 337.352.1591 | www.heritagewealthla.com

I was very surprised and humbled to learn that Heritage Wealth Management has been nominated for Best of Acadiana in Fin...
06/05/2025

I was very surprised and humbled to learn that Heritage Wealth Management has been nominated for Best of Acadiana in Finance --> Wealth Management. Thank you, Acadiana, and especially my clients, for putting their trust in me!

Vote once per day from June 2 through June 20.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
10/28/2024

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
10/25/2024

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

The market is as unpredictable as the weather. We’re here to help you prepare.
10/23/2024

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
10/21/2024

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

The average college senior graduates with credit card debt. How will your kids manage money?
10/18/2024

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Stay ahead this year with this handy Personal Finance Calendar.
10/16/2024

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
10/14/2024

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
10/11/2024

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

10/09/2024

U.S. Service Members should consider taking advantage of programs that are available.

Address

714 E. Kaliste Saloom Road, Suite D-4
Lafayette, LA
70508

Opening Hours

Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm

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