About Heritage Grove Meet Leon Mazza, Founder
At Heritage Grove, you'll find a partner deeply rooted in the world of money management. Over my career, I've had the privilege of becoming a subject matter expert in this field, driven by a passion for helping individuals like you achieve their financial aspirations.
Years of Experience at Top Institutions
My journey includes nearly 15 years as a Vice President at Fisher Investments, where I honed my skills serving high-net-worth clients.
This invaluable experience then led me to Fidelity, where I was recruited to oversee an impressive $1.2 billion in client assets as a Vice President and advisor.
Expertise That Goes Beyond the Numbers
This extensive background isn't just about numbers—it translates into unparalleled expertise and a deep, personal commitment to your financial well-being.
At Heritage Grove, we don't believe in one-size-fits-all solutions. Instead, we specialize in customized strategies designed to help you preserve and grow your legacy exactly as you envision it.
Tailored Guidance for Your Unique Story
We're here to understand your unique story and craft a path forward with confidence.
As your advisor, we bring exceptional depth of experience to your financial journey. This expertise translates to personalized strategies crafted specifically for your needs.
A Vision Aligned With Your Values
At Heritage Grove, we believe your wealth story deserves a partner who truly understands both numbers and values.
Your vision guides every recommendation we make.