The Ultimate Gift
“I’m often asked when developing relationships ‘What my personal philosophy of Wealth Management consists of?’ It is a loaded question and as any wealth counselor will tell you, a delicate path to take when trying to establish trust and confidence with a guarded client.
The Ultimate Gift represents the spirit that I believe clients should first make themselves aware of, when undertaking the analysis for determining the long-range goals for their wealth.”
- Jack Sullivan
Heritage Wealth CounselorsJim Stovall has enjoyed success as an author, athlete, investment broker, and entrepreneur while dealing with the challenge of his own blindness. His novel, The Ultimate Gift, has sold over one million copies and has been translated into over a dozen languages. In addition to his personal achievements, Jim was honored as the 2000 International Humanitarian of the Year, joining Jimmy Carter, Nancy Reagan, and Mother Teresa as a recipient of this prestigious award.
Heritage Wealth Counselors, LLC, employs the Family Wealth Protection Process™ to provide proprietary services for preserving, growing and the generational planning of wealth. Unique to the industry, Heritage’s expertise provides accountability for all assets, recommendations based upon personal values, as well as assisting with the determination of the client’s legacy. Heritage Wealth Counselors CEO, Jack Sullivan, is a nationally recognized family wealth counseling and planning expert. The contents of The Ultimate Gift reflect his values and spirit of trust.
