Heritage Wealth Management

Robert Rizarri is a financial advisor at Heritage Wealth Management in Houston, TX, with 14 years of industry experience. He holds a Series 65 designation and has worked at Heritage Wealth Management since 2019 and previously at SMS Capital Management Inc from 2010 to 2019. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both wrap fee programs and managed non-wrap accounts, including separately managed-account sleeves designed for tax efficiency.

Robert Dwyer is a CFP® with 19 years of industry experience, currently serving at Heritage Wealth Management since 2023. Prior to that, he worked at Waterway Wealth Management, L.L.C. for 11 years. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts, managing approximately $357 million in discretionary assets. The firm offers a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves, and employs a planning process that results in tailored written financial plans and portfolios focused on tax efficiency.

Brett Carleton is a financial advisor at Heritage Wealth Management in Houston, TX, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Heritage Wealth Management since 2002. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts, managing approximately $357 million in discretionary assets. The firm offers a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves focused on tax efficiency.

Ian Harris is a CFP® with 15 years of industry experience and has been with Heritage Wealth Management in Houston, TX, since 2012. He holds a Series 66 license and works as part of a four-advisor team at the firm. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves focused on tax efficiency.