Heritage Group
847.701.0165
tlefevre@wundernet.com
Office
625 N. North Court
Suite 100
Suite
Palatine IL 60067
Professional Profile
Living your life to its fullest - a life filled with laughter and love - is a goal that all of us would like to realize. However, for many of us, the recurring dreams of such a life remain just that. While many things may derail our good intentions, the most common problem we see is the lack of a plan followed closely by not knowing how to implement a plan.

Our mission as wealth advisors is to reawaken those dreams and help you develop a plan to successfully achieve them. For many, achieving your dreams is just the first step. Often our clients are also looking toward the legacy they will ultimately leave for future generations of their families. Heritage Wealth Management Group has the experience and perspective to not only help you grow your wealth, but also to advise on the best ways to preserve, and ultimately transfer, more to your heirs.

Heritage Wealth Management Group of Wunderlich provides a holistic wealth management approach to our clients. We work best with those who share our sincere desire to create and implement a comprehensive plan. Together we will develop a well-designed road map to your future and help you live life and all its pursuits to the fullest, while leaving time for loving and laughter.

We look forward to talking with you!

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