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Maridea Wealth Management, LLC ("Maridea"), is an SEC registered investment adviser also doing business as Heritage Financial Strategies (“Heritage”). SEC registration does not imply any specific level of skill or training.

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The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies does not represent the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renowned financial advisor, Dave Ramsey.