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William Bain

Heritage Financial Services

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About William Bain

William Bain is a Certified Financial Planner™ and is a registered Investment Advisor Representative for Heritage Financial Services in Westwood, MA. William is a seasoned professional, with experience in the financial services industry since 2015. William has worked for Brown Brothers Harriman and is focused on providing financial planning, portfolio management for individuals and investment management for businesses.

Firm Information

William Bain is currently registered with Heritage Financial Services. Heritage Financial Services is an investment advisor registered with the SEC. They have approximately $2.5 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. They primarily serve individuals, corporations, and charitable organizations.
Heritage Financial Services

100 LOWDER BROOK DRIVE

WESTWOOD, MA 02090

$2.50B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Bain’s Registration & Firm History

MA

02/09/2021 - Present

Heritage Financial Services (WESTWOOD MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Bain.
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