Heritage Trust Company of New Mexico

Monday, September 8, 2008

Heritage Trust Company of New Mexico was founded in 1994 to provide the highest quality trust services, and the soundest financial, investment, and estate planning advice possible.

Our job is to help you meet your financial goals, providing security and increased wealth for you and your family, and a sense of well being that comes from knowing that you are prepared for any contingency. We respect the traditions and values of our clients, while providing information and recommendations that span the globe.

We are advisor friendly so we can serve as a key member of your team.

As the first and only independent trust company in Northern New Mexico, rest assured that we are here to serve you.

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Since Jenny has been associated with Betty, we (her family and me) have had complete confidence in her management of Betty’s financial affairs. I speak on behalf of Betty, as well, who has told me many times how dependent and confident she feels about Jenny. We. strongly compliment Jenny for her work with Betty both as her financial assistant and her personal watchdog.

Peter A. Wilson
Managing Director
Trust and Fiduciary Group