Heritage Wealth Management advises people who are currently retired and those who are approaching retirement. The company handles estate, gifting, charity, and retirement planning for clients in Wyoming. It offers net worth analysis, goal setting, cash flow, and debt management solutions to optimize their income. Its team assists in analyzing clients' benefit plans, plans for college funding and elder care, taxes, and insurance. The firm handles low-cost investments and helps clients build diversified portfolios based on their goals and current situations.