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Our SF Bay Wealth Management Office

Offering in-office and virtual meetings for your convenience

Our approach to wealth management is personal and holistic. Our team of CERTIFIED FINANCIAL PLANNERS™, Registered Investment Advisors (RIAs), and retirement planning analysts are based in our El Cerrito office and serve clients all over the Bay Area.  

We understand that getting to an office can be difficult, so we’re happy to also offer phone and video meetings. 



El Cerrito Office


Heritage Capital Private Asset Management El Cerrito Office

6333 Potrero Avenue, Suite 200
El Cerrito, CA 94530
P: (510) 235-1046 
F: (510) 236-6464   
 

Office Hours
Monday - Thursday  9AM - 5PM  
Friday  9AM - 4PM



Offering Meetings in Walnut Creek


Should Walnut Creek be more convenient for you, we’re pleased to offer meetings in the offices of our sister company.  

Bay Area Wealth Management Office in Walnut Creek

The Atrium Building
1981 North Broadway, Suite 225
Walnut Creek, CA 94596
P: (925) 827-1313 
F: (925) 949-8404 

Office Hours
Monday - Thursday  9AM - 5PM  
Friday  9AM - 4PM