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Exit advisor or exit plannerSell-side

Heritage Wealth Management

San Diego, CA

Profile last reviewed

September 2026

Public information can change. Corrections are reviewed before publication.

Overview

Overview of Heritage Wealth Management

Heritage Wealth Management is a fee-only fiduciary wealth-management firm based in San Diego, California. Its exit-planning services help business owners prepare for a transition and address pre- and post-transaction tax, liquidity, and wealth-planning decisions.

Named principal

Greg Davis

Partner, Exit Planning & Real Estate

Profile details

Details for Heritage Wealth Management

Representation
Sell-side
Firm type
Exit advisor or exit planner
Based in
San Diego, CA
Engagement coverage
San Diego, CA
Industry focus
Generalist / multiple sectors

Office locations

Headquarters and public offices

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  • Headquarters

    11440 W. Bernardo Ct., Suite 390 · San Diego, CA 92127

Profile sources

This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.

  • Firm website

    hwmi.com · checked September 2026

    Open source