Heritage Trust was organized in Taos in 1994 as Northern New Mexico’s only independent trust company. HTrust was founded to provide the highest quality financial, investment and estate planning advice possible. We respect the traditions and values of our clients--the heritage of the past. Yet, with the lightening-fast computer technology of today, we`re able to offer information and recommendations that consider regional, national and even global opportunities.
An independent trust company is similar to a bank trust department without a bank’s need to attract deposits and make loans. At HTrust, we like that fact because we are not tied into the drama of making decisions about lending people money. We can focus on helping successful families manage, protect and distribute their assets.
Our job is to help clients meet their financial goals, providing security and increased wealth, and the sense of well being that comes from knowing they are prepared for any contingency. In the years since HTrust was founded, we have guided many clients in planning, implementing, and maintaining sound financial plans tailored to their individual needs. We remain committed to provide our services with the utmost integrity and responsiveness. We are in full compliance with all New Mexico fiduciary regulatory standards and requirements; excel at working to meet the needs of our clients and their legal, financial, and tax advisors; and are advisor friendly.
