Contact Us: (866) 827-1417
Our goal at Heritage Benefits™ is very simple: to provide our clients with the highest level of service and support possible.
For over 25 years, we have proudly guided individuals, families and businesses throughout the Puget Sound area with their estate and financial planning. Contact us today to learn more about what we do and how we can help you.
Edwin (Ed) Day, founder and President of Heritage Benefits™, was once again recognized by Seattle Magazine’s readers as one of Seattle’s top wealth managers for 2013.
Ed has been providing his clients with expert guidance for over 25 years throughout the Puget Sound, and is honored to have received this coveted award.
Congratulations Ed!
Heritage Benefits™ has been assisting individuals and families throughout the Puget Sound area with their estate and financial planning for over 25 years. We are proud to have over 3000 clients that are part of the Heritage family.
Whether you need a estate planning, or solid financial guidance, we are here to help. Contact us today for a free consultation.
We believe effective estate planning is a simply matter of educating our clients on the tools and options available to properly structure the ownership and beneficiaries of their assets.
We accomplish this by selecting and then implementing the resources and tools most appropriate for each individual client to achieve …
Read more hereAll of us here at Heritage Benefits™ believe that our clients’ needs and wishes come first. We are dedicated to providing expert estate planning, settlement and wealth management guidance and ...
Edwin (Ed) Day, founder and President of Heritage Benefits™, was once again recognized by Seattle Magazine readers for being one of Seattle’s top wealth managers for 2013. Ed has been providing ...
Founded in 1988, Heritage Benefits™ and its affiliated companies provide estate preservation and wealth management services to over 3,000 clients throughout the Puget Sound, with a combined net worth of ...
Heritage Benefits™ offers new clients a free estate planning consultation. Of course, existing clients receive this personalized service with ongoing, periodic reviews. Contact us to schedule your consultation. We believe effective ...
