1463 South Bell School Road, Suite 7

Rockford, Illinois 61108-1406

Phone: (815)397-0900  Fax: (815)394-0561

Heritage Way Advisors is a boutique investment management firm, providing services to individuals, high-net worth individuals, trusts and estates, foundations and charitable organizations. The minimum portfolio size is $1,000,000 in assets. This minimum may be negotiable at the discretion of Heritage Way Advisors.

Our professional staff provides a remarkable depth of expertise in investment management, financial planning, estate planning and trust administration. The principals at Heritage Way Advisors understand the importance of maintaining long term, close relationships with clients.

Comprehensive knowledge of each client's financial personal situations is required to provide the best investment solutions. We interview new clients and analyze their existing assets. We then suggest changes in the allocation of assets and select specific individual securities and/or funds to assist our clients in reaching their financial objectives.

Heritage Way Advisors assists clients with wealth transfer planning by collaborating with the client's estate planning attorney and income tax preparer. This investment management approach is designed to build wealth during the client's lifetime, and to then provide an uninterrupted transfer of these assets to the client's heirs.

Heritage Way Advisors, LLC is a privately owned investment management firm, established in 2003 by Gary Ollmann and Joan Ollmann. The firm is registered with the SEC.