Broker Check
Bill  Cole, CFP®, BPC®

Bill Cole, CFP®, BPC®

Heritage Group of Companies Founding Partner

G. William Cole is a Certified Financial Planner with over 47 years’ experience as a Financial
Advisor and CFP®.
Bill specializes in asset protection techniques, with a concentration on Tax Management,
Estate, and Asset Protection Planning for the average millionaire and high net worth clients.
Bill was a founding member, past Chairperson and President for both the Institute for Certified
Financial Planners Central NJ Society, and International Association for Financial Planners
Central NJ Chapter (now FPA) and appears in "Who's Who Executives and Professionals." He
possesses licensure in the following: Life Insurance, Certified Financial Planning license acquired
in 1982. Bill is also an Independent Associate of a Registered Investment Advisory Firm,
Prosperity Capital Advisors.
Bill was an adjunct faculty member of Monmouth University in West Long Branch, New Jersey,
and Ocean County College and is known for his talents as an educator, writer and speaker. He is
devoted to educating the public on the differences between "Holistic Financial Planning and Tax
Management Planning" as opposed to the outdated "traditional financial planning."
Bill has written many articles that have appeared in major publications and is frequently a guest
on TV and Radio programs.
Bill is a Principal Partner of "The Heritage Group of Companies" a Multi-Family Office located in
St. James, Southport, NC and Beachwood, NJ.
He also is a member of Clarity to Prosperity, C2P, a Mastermind group devoted to enhancing
Holistic Financial Planning and Tax Management processes for individuals and businesses.
As the father of 3 children; Ryan, Bridget and Jonathan, and 4 grandboys; Connor, Jack, and
identical twins, Ian and Rory.
Bill is a board member at his church Calvary Chapel Wilmington in NC.
Bill enjoys his free time with his family, playing guitar, and serving on the worship and praise
team at CCW.