Heritage Trust Co of Nm

Information may not be reliable

At HTrust, we know that your family comes first.
That is why we focus on managing the talent, tools, and techniques that preserve your family's financial legacy and heritage.
Our job is to help clients meet their financial goals, providing security and increased wealth, and the sense of well being that comes from knowing they are prepared for any contingency. In the years since HTrust was founded, we have guided many clients in planning, implementing, and maintaining sound financial plans tailored to their individual needs. We remain committed to provide our services with the utmost integrity and responsiveness.

We are in full compliance with all New Mexico fiduciary regulatory standards and requirements.
We excel at working quickly and efficiently to meet the needs of our clients and their legal, financial, and tax advisors.
We are advisor friendly, working with a number of different independent investment advisors, and the custodians they prefer.

We have added new members to the HTrust Team, bringing a wealth of talent and skills to our services.
We have added a Resources page, which includes video presentations on current financial issues; presentations on tax and estate considerations, and the state of the market; and a number of calculators to help determine the best course of action in a given area.
We continue to maintain our headquarters in Taos, New Mexico, but we have also established family offices in Santa Fe and Albuquerque.