HER Heritage celebrates the natural traits that make women ideal investors and seeks to help women build confidence around creating a strong financial future.

Resources from the Women of Heritage Financial

The Mel Robbins podcast is filled with the motivation and tactics you need plus deeply personal stories, relatable topics and tactical, research-backed advice to help you create a better life. 

What makes an effective, visionary leader? We share encouraging words from 10 trailblazing women that inspire us all to show up, take risks, embrace failure and be the best leader you can be. 

See what the women of Heritage Financial are reading and recommending to others; books and magazines.

HER Kitchen

Chipotle Lime Salmon Tacos with Corn Avocado Peach Salsa & Cilantro Yogurt Sauce

Light and refreshing! The combination of peach salsa and salmon is delightful. It's perfect for the spring and summer months!

Kenzie Ferris, Wealth Manager

HER Book Recommendation

 The Opposite of Spoiled by Ron Lieber

Ron Lieber is an accomplished financial writer with a passion for kids and money. The Opposite of Spoiled offers some great insight into how, when and why to talk to kids about money. 

It's a thought provoking book about raising children who can really think about money. 

HER Health

Namaste Invested: Look to Yoga to Build Your Wealth

Learn how you can take take the wisdom from your mat to your finances. This article shares five principles of yoga that also apply to financial success. 

Welcome Back Kenzie!

I’m back! I want to thank my team for making it possible to spend my 15-week maternity leave with my beautiful daughter, Zoey. I enjoyed every minute of the newborn snuggles and did not take my time for granted.

We moved to Walpole last summer and I’m finally getting involved in the community. A service recommended to me was Newborn & Parenting Support (NAPS). We met at Walpole Library every Tuesday to chat about anything and everything with a fellow mom who is a Registered Nurse. Not only was this a safe space to ask any question, but I met some amazing women around town!

NAPS guides families through pregnancy and parenting with classes, support groups and membership services. They offer a something for every stage - pre-baby bootcamps, sleep consultations, lactation consultants, infant CPR, toddler tantrums, moms returning to work, grandparent bootcamp - the list goes on and on! If you or someone you know could use some support, I highly recommend NAPS. 

I’m excited to be back at Heritage full time and look forward to seeing all my clients and helping new clients feel confident about their financial future. As always, if you know of anyone who may benefit from our services please send them our way. 

~Kenzie Ferris, CFP^®, AWMA^®, CLTC

Wealth Manager

To all the amazing women who support and inspire us daily,

Happy Mother's Day!