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Founded in 1981, Heritage Capital Management, Inc., is a wholly owned subsidiary of Wainwright Bank & Trust Company. We manage equities, fixed income and balanced portfolios for individuals, families, trusts, corporations, endowments & retirement plans.

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Choosing a financial planner can be overwhelming. We are different because we are here for you. At Lantern Financial, we believe that you shouldn't be an after-thought just because you don't have much money saved. Instead, you are our focus. We know that you are in your prime saving years and we are dedicated to helping you build a strong financial future. We've heard you say that you want a financial advisor that will take you seriously - and we want you to know that we are excited to have you as our client! We can help you with everything from investments, insurance and retirement planning, to tax and estate planning, to budgeting, cash flow and debt management. We are not out to sell you products. We don't collect commissions of any kind - we are a fee-only firm. Our goal is to help you and your family achieve financial security and success through non-biased financial advice. You will have the peace of mind of knowing that we have no hidden agenda - our goal is your goal, and we look forward to building our relationship and to celebrating each success with you along the way! We look forward to speaking with you soon and discussing how we can help you build a brighter future.