Massachusetts-Based Heritage Financial Joins Savant Wealth Management [Yahoo! Finance]
Heritage Financial Corporation (HFWA)
Last heritage financial corporation earnings: 4/30 08:00 am
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US:NASDAQ Investor Relations:
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Source: Yahoo! Finance
-- The $3.9 Billion Deal Marks Savant's Largest Partnership to Date -- ROCKFORD, Ill., March 03, 2026 BUSINESS WIRE Savant Wealth Management , a fee-only registered investment adviser (RIA), announced it has partnered with Heritage Financial , a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn, and Rockland. The partnership, Savant's largest , brings together two majority employee-owned firms and expands Savant's existing footprint in Massachusetts, where it already operates an office in Wellesley. Savant did not disclose the financial terms, and Turkey Hill Management advised Heritage on the deal, which closed Feb. 27, 2026. Of Heritage's 47 employees, 15 have joined Savant as member-owners, including Founder and Chairman Charles Bean, III, CLU ® , ChFC ® , and President and CEO Sammy Azzouz, JD, CFP ® . The rest of the Heritage team became Savant employees at closing. Bean, who founded Heritage in 19
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News
- Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA [Yahoo! Finance]Yahoo! Finance
- Heritage Financial (HFWA) was upgraded by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from "hold (c)" to "buy (b-)".MarketBeat
- Heritage Financial (NASDAQ:HFWA) had its "overweight" rating reaffirmed by analysts at Piper Sandler.MarketBeat
- American Riviera Bancorp Appoints Two New Directors [Yahoo! Finance]Yahoo! Finance
- Heritage Financial Corporation Announces Completion of Acquisition of Olympic Bancorp, Inc.PR Newswire
HFWA
Earnings
- 1/22/26 - Beat
HFWA
Sec Filings
- 2/27/26 - Form 4
- 2/27/26 - Form 4
- 2/27/26 - Form 4
- HFWA's page on the SEC website