In 1998, a group of trust officers and customers came together to form an alternative to big bank trust departments for those desiring unbiased and independent counsel with a high level of customer service. Today, Heritage Trust Company - an independent, privately-owned trust bank - offers trust administration in addition to oil and gas management, real estate management, institutional services, financial planning, and investment management.
In 2015, Heritage combined with Argent Financial Group to form the largest independent, trust-based wealth management firm domiciled in the South. Responsible for client assets of more than $15 billion, our firm has the scale and sustainability to meet the unique needs and goals of individuals and families, businesses, foundations and public entities. We currently serve clients in all 50 states from our 25 offices located across 12 states.
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