Trusted Advice. Lifelong Collaboration.
Vuyk Hammer of Heritage Private Wealth brings a combined 85 years of experience to help a select group of individuals, families, businesses and institutions build, manage, preserve and transition their wealth. Our process begins by listening to develop a full understanding of our client’s current situation, past experiences, goals and aspirations.
With that understanding, we build strategies designed to help our clients pursue their specific financial goals and objectives. We then evaluate and adjust the plan as needed. Our mission is to provide strategies that are independent, objective, unbiased and cost efficient.
Our work is guided by our philosophy of clients first always. You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.
We will:
• Treat you with respect, honesty and dignity.
• Act as your advisor, putting your interests first.
• Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.
• Explain the implications of the strategies we propose.
• Meet with you to review your investment planning needs. If you choose to work with us, we will develop a close relationship with you, working together to help achieve your goals through a comprehensive, long-term strategy.
With that understanding, we build strategies designed to help our clients pursue their specific financial goals and objectives. We then evaluate and adjust the plan as needed. Our mission is to provide strategies that are independent, objective, unbiased and cost efficient.
Our work is guided by our philosophy of clients first always. You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.
We will:
• Treat you with respect, honesty and dignity.
• Act as your advisor, putting your interests first.
• Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.
• Explain the implications of the strategies we propose.
• Meet with you to review your investment planning needs. If you choose to work with us, we will develop a close relationship with you, working together to help achieve your goals through a comprehensive, long-term strategy.
We’ll make financial and investment recommendations with your best interest at heart.
Our Commitment
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.