Who we are

Louise Marie Cole is a widely respected leader in the Heritage Experience, a process that helps to nurture and maintain multi-generational family unity, growth, and family development.

Most of the families that Louise works with have already done their financial and estate planning but also realize that those legal documents do not capture the full breadth of what they wish to pass on to their families.

To accomplish their most important goals, and to help them overcome problems associated with inheritance, Louise helps families to create a lasting legacy of family unity, shared vision and continuing prosperity.

She is a Certified Financial Planner (CFP®) Practitioner, a Certified Wealth Consultant (CWC®), Heritage Design Professional(HDP®) and Fellow of The Heritage Institute, a retired Registered Nurse, and Certified Dementia Practitioner by the National Council of Dementia Practitioners.

Louise speaks regularly at a variety of industry conferences, some of which include The Heritage Institute, Financial Planning Association; Association of Fundraising Professionals, and was the keynote speaker at the Planned Giving Council of Greater Pennsylvania.

Louise has been married to Bill for over 30 years. They have 3 Children- Jon, Ryan and Bridget, and 4 grandboys- Connor, Jack and twins Ian and Rory.