Hereditas Wealth Management

EST. AUM
$200,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website hereditaswealth.com
Client types

Overview

With a combined 25+ years of experience in investment management, David Zinck and Kathrine Calahan, CFP®, launched their independent firm in Skokie, Illinois, to serve clients in the Chicagoland area. Kathrine holds the CERTIFIED FINANCIAL PLANNER® designation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hereditas Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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