WA Group

Heritage Trust Company of New Mexico

Heritage Trust Company of New Mexico was organized in Taos in 1994 as Northern New Mexico’s only independent trust company.

TaosCPA

Certified Public Accountants in Taos, New Mexico

Financial Resources

Dimensional Funds

We help clients manage their portfolios through this state-of-the-art portfolio design and trading firm.

Charles Schwab

Numerous planning tools and resources