HERITAGE WEALTH ADVISORS WINS PRESTIGIOUS
2009 CHARLES SCHWAB PACESETTER IMPACT AWARD®
Brings $10,000 Contribution to the Richmond, Va. Community Foundation
RICHMOND, VA – Heritage Wealth Advisors has been recognized with the Pacesetter Award at Charles Schwab’s fourth annual IMPACT Awards ceremony in San Diego. Heritage Wealth Advisors was selected as the winner in the Pacesetter category for demonstrating accelerated growth in tandem with success in business planning, practice management and employee development.
“We are proud to be recognized as a leader in our industry,” said Dee Ann Remo, founder and managing director of Heritage Wealth Advisors. “We focus on becoming our clients’ CFO, the advocate in our clients’ financial lives. That commitment is delivering great results for them and for our business.”
The IMPACT Awards, established by Charles Schwab & Co., Inc., is an industry-wide awards program to honor independent investment advisory firms that have displayed visionary leadership, operational excellence, technology innovation, and impressive growth. The Pacesetter Award recognizes an independent investment advisory firm in business for 10 years or less that has realized accelerated growth through strategic management, innovative practices, and ongoing investments in business capabilities. Since its founding in 2005, Heritage Wealth Advisors has more than tripled in size, both in assets under management and in revenue. A multi-faceted approach which includes investment advisory, tax consulting and financial planning services, coupled with frequent proactive outreach to clients, has helped the firm continue to grow through referrals from clients, despite the difficulty and volatility of the last year.
“This is particularly gratifying since it comes on the heels of the difficult economy of the last 18 months,” says Steve Cooke, Heritage Wealth Advisors director of investments. “2008 has served as confirmation that our investment approach and ongoing communication are important factors for our clients. We continue to see an increasing number of referrals from our clients and other professionals.”
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“The Pacesetter award includes a $10,000 donation from Schwab to the winner’s charity of choice”, added Chase Hill, chief operating officer. “We are pleased to select the 2009 Safety Net Fund at The Community Foundation Serving Richmond and Central Virginia to receive the $10,000 gift.”
About Heritage Wealth Advisors
Heritage Wealth Advisors, founded in 2005, offers wealth management, tax planning and financial services to a diverse mix of clients by applying independent, sophisticated and contemporary solutions – for generations. Heritage Wealth Advisors was recently named third in the state and 70th in the nation in average assets under management by Wealth Magazine. www.heritagewealth.net.
About the IMPACT Awards
The IMPACT Awards, established by Schwab in 2006, recognizes contributions by honoring advisors and firms that have advanced the industry through their visionary leadership, operational excellence and technology innovation. The IMPACT Awards are judged by a panel of recognized experts and presented at IMPACT®, one of the industry’s leading conferences. Profiles and videos on the IMPACT Awards winners are available online at impactawards.schwab.com.
About the 2009 Safety Net Fund of The Community Foundation Serving Richmond and Central Virginia
Established in 1968, The Community Foundation Serving Richmond and Central Virginia connects the generosity of donors with community needs by making grants to organizations working to improve metro Richmond. The 2009 Safety Net Fund was created as a community response to assist the region's nonprofits during a time when funding has decreased and demand for services has increased.
Heritage Wealth Advisors is not owned by or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. Schwab does not prepare, verify or endorse information distributed by Heritage Wealth Advisors. The IMPACT Award is not a referral to, endorsement or recommendation of, or testimonial for Advisor with respect to its investment advisory or other services. Schwab does not supervise investment advisors and takes no responsibility to monitor the services they provide.
 Charles Schwab Impact Award Press Release |
