About Us

An independent brokerage built for families.

Heritage Life & Wealth helps individuals and families find the right life insurance coverage as an independent brokerage with access to a wide range of A-rated providers. We're not captive to one company — that means we shop the market and recommend what's actually best for you.

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Heritage Life & Wealth licensed agent meeting with clients

Our Mission

Independent advice you can trust

We believe that families deserve choice, transparency, and a partner who explains coverage in plain English.

Protect First

Every recommendation starts with the protection your family needs.

Shop the Market

As an independent brokerage with access to a wide range of A-rated providers, we surface the right fit and price.

Lifetime Service

Annual policy reviews, beneficiary updates, and real human support.

Brandon Sneade, Owner and Insurance Agent at Heritage Life & Wealth

Meet The Owner

Brandon Sneade

Owner & Licensed Insurance Agent

"At Heritage Life & Wealth, we help families protect their future through personalized life insurance solutions. As an independent brokerage with access to a wide range of A-rated insurance providers, we work to find coverage that fits your needs, goals, and budget—providing confidence and peace of mind for the people who matter most."

— Brandon Sneade

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