Our Story

As fee based practitioners, The Heritage Group focuses on analyzing all aspects of our clients’ lives to develop, monitor and achieve their financial goals. The foundation of our successful process is applying Morgan Stanley's Global Investment Committee's Asset Allocation Models to our client's Financial Plan. Through our guidance in building a disciplined investment plan we deliver a personalized, client focused, wealth management strategy benefiting multiple generations.

Our commitment, dedication and friendship ensure we offer the highest level of client service. We provide personalized service using market research, educational events, coordination of all professional advisors and family discussions, and access to all of our team members. The priority of The Heritage Group is to create a dynamic client experience through planning, implementation, and attainment of goals.
Services Include
  • Life Insurance1
  • Municipal Bonds2
  • Wealth Management3
  • Retirement Planning4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Financial Planning is the framework when working with our clients.  The links below take you to some short presentations on our approach to Financial Planning. 

Strategies

The link below is to a short informational article on some Roth IRA conversion strategies.  Please contact us to learn about them and some other strategies.

Roth IRA Conversion Strategies.pdf
The link below is to a short informational article on some Roth IRA conversion strategies. Please contact us to learn about them and some other strategies.
The below link discusses some things you should know about 529 education savings plans. Please contact us if you would like to discuss.

Location

3700 Embassy Parkway
Ste 340
Akron, OH 44333
US
Direct:
(330) 670-4612(330) 670-4612
Toll-Free:
(800) 488-0480(800) 488-0480

Meet The Heritage Group

About Me

Mark’s Role:  Mark is responsible for identifying your investment objectives and goals; analyzing your current investments and proposing recommendations to help you build your investment plan; helping you to implement the strategy with a portfolio tailored to your goals and tolerance for risk; and reviewing performance compared to stated objectives through ongoing evaluation and review.

Professional Background:  Mark began his financial advisory career in 1980 with Bache and Company. Mark and his father, Ray Wernig, began working together as a team in 1985. Sean O’Connor, Mark’s brother-in-law, joined the team in 1989. Ray’s retirement on Dec. 31, 2010 was the culmination of almost 50 years of his investment advice and counsel. Mark’s investment knowledge and experience helps solidify the long-term investment advice The Heritage Group communicates to their clients. Mark holds the Series 7, 63 and 65 licenses, as well as OH, FL, MI, NC, NE, NM, SC, and VA life, health and variable insurance licenses.

Personal:  Mark was born and raised in Akron. Mark graduated from The College of the Holy Cross in 1980. Mark and his wife, Colleen, have four children: Mark Jr., Tiffany, Patrick, and John. Mark is a 1988 graduate of Leadership Akron, serves on the Board of the American Red Cross; Stan Hywet Hall and Gardens; and the Mary S and David C. Corbin Foundation.  Mark is active member at St. Vincent Parish and enjoys reading as well as golf.
Securities Agent: TX, OH, FL, WI, WA, VA, UT, SC, PA, NY, NM, NJ, NH, NE, NC, MO, MI, ME, MD, MA, KY, KS, IN, IL, IA, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative

About Me

Sean’s Role:  Sean is responsible for identifying your investment objectives and goals; analyzing your current investments and proposing recommendations to help you build your investment plan; helping you to implement the strategy with a portfolio tailored to your goals and tolerance for risk; and reviewing performance compared to stated objectives through ongoing evaluation and review.

Professional Background:  Sean has been a financial advisor for 25 years. Prior to that, he worked in banking, as a loan officer in Grafton, MA. He earned his BA degree in psychology with a concentration in business from Saint Anslem College in Manchester, NH. Sean holds the Series 7, 63, and 65 licenses, as well as OH, AZ, FL, MI, NC, NE, NM, NY, and VA life, health and variable insurance licenses.

Personal:  Sean, originally from Worcester, MA, moved to Akron in 1989. His wife, Nancy, an Akron native, is a veterinarian. Since 1997, they have both been mentors in Collegescholars – a program that motivates inner city school children to pursue a college education. Sean is a 1998 graduate of Leadership Akron, a past trustee of the Akron Civic and has served on the United Way Tocqueville Committee of Summit County. Sean enjoys golf, hiking, traveling, and most sports.
Securities Agent: OH, WV, WA, VA, UT, TX, SC, PA, NY, NM, NJ, NH, NE, NC, MO, MN, MI, ME, MD, MA, KY, KS, IL, IA, GA, FL, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative

About Me

Colin’s Role: Colin is responsible for identifying your investment objectives and goals; Analyzing your current investments and proposing recommendations to help you build your goals and tolerance for risk; and reviewing performance compared to stated
objectives through ongoing evaluation and review.

Professional Background: Colin started his career with McDonald Investments back in 1999 as a Margin Analyst. A couple of years later he was promoted to Senior Risk Analyst where he managed the firm’s high level/priority risk issues. In 2004 he decided to utilize what he learned as an analyst and become a Financial Advisor. One year later, he transferred to Morgan Stanley where he has been since 2005. Colin now uses his risk analysis experience to guide the team’s clients through bullish and bearish markets. Colin holds the Series 7, and 66 licenses, as well as OH and NC life, health and variable insurance licenses.

Personal: Colin was born and raised in Akron, OH. He graduated from St. Vincent St. Mary High School and then attended The Ohio State University. Colin graduated with a BA degree in Finance. Colin and his wife, Casye, have 2 children, Morgan and Ella both of which attend St. Vincent Grade School. Colin enjoys golf and is an avid skier.
Securities Agent: OH, VA, TX, SC, PA, NY, NM, NJ, NH, NE, NC, MO, MI, MD, IL, IA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

About Me

Wanda's Role:  Wanda is responsible for administrative assistance with any annuity, life insurance and managed account inquiries, including order entry for all unsolicited client requests for the purchase or sale of securities, further enhancing the positive Heritage Group client experience.

Professional Background:  Wanda has been in the investment industry since 1996. She began her career as a retirement plan representative with a mutual fund company in Denver, Colorado. She then moved to a small regional securities firm as a Registered Sales Assistant until she moved back to Ohio in 2006. Wanda holds the Series 7, 63, & 65 licenses, as well as Ohio and Michigan life, health and variable insurance licenses.

Personal:  Wanda and her husband, Dennis, are originally from Ohio. After living in Colorado for over 10 years, she and Dennis decided to move back to Ohio to be with family. Wanda enjoys traveling, reading and spending time with friends and family.

Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Ready to start a conversation? Contact The Heritage Group today.
Market Information Delayed 20 Minutes
1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

2Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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