Heritage Wealth Counsel
National network coordination and integrated legal, financial, and tax planning.
Learn More →Coordinated guidance for complex wealth, legacy, and life transitions
Heritage Wealth Alliance LLC is a carefully curated network of independent professionals who help families and trusted advisors navigate planning, implementation, execution, and interdisciplinary collaboration—so you can move forward with clarity and confidence.
Our Divisions
Specialized Guidance. Unified Purpose.
Heritage Wealth Society
Private membership for families who value connection, education, and legacy.
Learn More →Heritage Wealth Atelier
Bespoke wealth-design coordination and structural family architecture.
Learn More →Heritage Wealth Real Property
Real estate, land, and legacy assets integrated into the broader wealth plan.
Learn More →Heritage Wealth Foundation
Philanthropic strategy and charitable planning designed for enduring impact.
Learn More →Heritage Wealth Guardians
Trust, fiduciary, and legacy protection for families and decision-makers.
Learn More →Heritage Wealth Next Gen
Preparing and empowering future family leaders to steward wealth and values.
Learn More →Who We Serve
Trusted guidance for every chapter
of wealth and life.
We serve affluent individuals and families, as well as the professionals who support them. Our integrated approach brings clarity to complex needs so you can move forward with confidence and purpose.
High-Net-Worth
Families
Next Generation
Family Leaders
Business Owners
& Executives
WealthWise
Women
Bereaved Spouses
& Families
Individuals Navigating
Separation & Divorce
Attorneys, CPAs &
Professional Advisors
Real Estate Professionals &
Mortgage Brokers
Fiduciaries & Family
Decision-Makers
Independent Professional Network
A National Network of Vetted Professionals
Heritage Wealth Alliance LLC connects families and trusted advisors with a carefully curated network of independent professionals across the country—bringing the right people together in a seamless collaborative process.
1.
Estate Planning, Elder Law & Divorce Attorneys
2.
CPAs & Accounting Professionals
3.
Investment & Financial Professionals
4.
Licensed Insurance Professionals
5.
Real Estate Professionals & Mortgage Brokers
6.
Banking & Lending Solutions
7.
Trustees, Executors & Fiduciaries
8.
Care Managers & Senior Transition Specialists
9.
Business, Succession & Valuation Professionals
Why professionals value HWA: a trusted referral hub that helps connect clients to the right independent resources with clarity, precision, and follow-through.
How We Collaborate
A thoughtful process for aligning people, planning, and next steps.
Discover
We get to know what matters most—your goals, values, priorities, and the people involved.
Clarify Priorities
We explore objectives, family dynamics, and opportunities to create a clear sense of what is most important.
Coordinate the Right People
We bring together the right professionals and perspectives to support collaboration and informed decisions.
Align the Plan
We develop a cohesive strategy that aligns priorities, resources, and next steps with clarity and purpose.
Support Implementation
We help put plans into action—coordinating details, managing timelines, and keeping things on track.
Ongoing Guidance
We remain a steady resource—adapting to life’s changes and supporting progress for the long term.
Why Clients Love Working With Us
- Clarity in complex situations
- Coordinated communication across the right people
- Trusted guidance through life’s transitions
- Organized follow-through that keeps things moving
- A more unified, less stressful planning experience
Why Professionals Value Us
- A trusted referral resource for clients
- Thoughtful interdisciplinary coordination
- Reduced friction for shared clients and families
- Clear communication and reliable follow-through
- Confidence that clients will be connected to the right independent resources
Meet the Team
People You Trust. Purpose You Can Feel.
Our team brings deep expertise, genuine care, and a shared commitment to helping families thrive for generations to come.
Morgan N. Marx
CFP®, ChFC®, CLTC®
Founder & Chief Strategy Officer
Morgan leads with vision, strategy, and heart—connecting families and trusted professionals with the right people and resources to protect what matters most and create lasting legacies.
Talia Cyr
CPFA®, CFP® Candidate
Wealth Coordination Consultant
Talia brings organization, insight, and a solutions-focused mindset—helping families and professionals move planning forward with clarity, purpose, and attentive coordination.
Mindy Gallina
NSSA®, CLTC®
Wealth Coordination Consultant
Mindy combines compassion and expertise to help families navigate complexity, life transitions, and legacy decisions with confidence, clarity, and thoughtful follow-through.
Collaborative by Design
We work together seamlessly—sharing knowledge, insight, and a commitment to exceptional service.
Your Team. Your Advantage.
When you work with HWA, you benefit from the combined experience, perspective, and dedication of our entire team.
Human. Heartfelt. High Touch.
We lead with empathy, communicate with intention, and treat every relationship like it is our own.
Backed by a trusted network. United by purpose. Here for you—today and for generations.
Resources & Assessments
Insights that Inform.
Tools that Empower.
Explore assessments, insights, and meaningful conversations designed to help you plan with purpose and confidence.
Explore All Resources
Health & Longevity Assessment
Evaluate your health, longevity, and care needs to support your ideal future.
Start Assessment
Tax Planning Assessment
Identify potential tax opportunities and strategies tailored to your goals.
Start Assessment
Webinars & Events
Join upcoming events and watch on-demand webinars featuring our experts and trusted partners.
View Events
Insights
Knowledge Today.
Better Decisions Tomorrow.
Timely perspectives and practical guidance to help you navigate what matters most.
Education Library
Explore guides, explainers, and resources designed to deepen your understanding.
FAQs
Quick answers to the questions we hear most often.
Featured Articles
Timely perspectives on wealth, legacy, and the issues that matter.
Stay Informed
Subscribe to receive thoughtful insights, updates, and invitations delivered straight to your inbox.
Begin the Conversation
The Next Chapter Begins
With a Conversation.
Whether you are planning for your family, supporting a client, navigating a transition, or exploring a professional relationship, we will help you identify the right place to begin.
Tell Us What Brings You Here
Share a brief overview of your goals, questions, or the situation you are navigating.
Our Team Reviews Your Request
We thoughtfully consider which team member, division, or independent resource is best aligned.
We Help Define the Next Step
You receive a clear response and an appropriate path forward—without unnecessary complexity.
Not sure where to begin?
That is exactly what this conversation is for.
Private Inquiry