The collaboration links Heffernan with Adeo Partners and Oakmont Group, two firms renowned for serving a significant portion of the Forbes 400. This alliance leverages over 40 years of collective experience to address complex financial requirements, including executive benefits, asset protection, and corporate-owned life insurance strategies. By tapping into these resources, Heffernan aims to scale its advisory services beyond standard brokerage offerings, providing clients with deeper technical support for generational wealth management. Steve Brandel, Director of the Life Division, noted that the partnership aligns the firm’s existing client relationships with the specialized planning expertise necessary to navigate increasingly intricate financial landscapes.