Heritage Trust Company of New Mexico

Heritage Trust Company of New Mexico Trust and fiduciary services. At HTrust, we know that your family comes first.

That is why we focus on managing the talent, tools, and techniques that preserve your family's financial legacy and heritage. Our job is to help clients meet their financial goals, providing security and increased wealth, and the sense of well being that comes from knowing they are prepared for any contingency. In the years since HTrust was founded, we have guided many clients in planning, impleme

nting, and maintaining sound financial plans tailored to their individual needs. We remain committed to provide our services with the utmost integrity and responsiveness. We are in full compliance with all New Mexico fiduciary regulatory standards and requirements; excel at working to meet the needs of our clients and their legal, financial, and tax advisors; and are advisor friendly.

AT Heritage Trust, we respect families, their cultures and traditions.
11/02/2023

AT Heritage Trust, we respect families, their cultures and traditions.

At Heritage Trust, we will always stay true to your estate plans, honoring your wishes.
10/02/2023

At Heritage Trust, we will always stay true to your estate plans, honoring your wishes.

08/24/2023

This year's Taos Fall Arts Festival Schedule of Events!

We've got a LOT going on this year and some are limited quantity of participants, so please take a look!

We were issued a Certificate of Trust Authority in 1994 by the New Mexico Financial Institutions Division. You can see o...
08/23/2023

We were issued a Certificate of Trust Authority in 1994 by the New Mexico Financial Institutions Division. You can see our current listing here: https://www.rld.nm.gov/financial-institutions/who-we-regulate/trust-companies/

We take great pride in our regulatory compliance and go the extra mile to make sure we adhere to the highest standards for corporate trustees. We do this to give you the peace of mind you need to focus on what is important to you!

We are so pleased to sponsor. Thank you letting us be a part of Taos Fall Arts Festival.
07/31/2023

We are so pleased to sponsor. Thank you letting us be a part of Taos Fall Arts Festival.

For almost 30 years*, we have been helping families with their legacies. During that time, we have helped many families ...
07/17/2023

For almost 30 years*, we have been helping families with their legacies. During that time, we have helped many families institute their estate plans, resolve complex family dynamics, and create bright futures for heirs and beneficiaries. Let us know if we can help!

* On January 11, 2024, we will have 30 years as a NM state-charted independent trust company!

We are so pleased to support our vibrant, creative community and this great art institution. We are very proud to have t...
07/13/2023

We are so pleased to support our vibrant, creative community and this great art institution. We are very proud to have the entire collection of posters. We are truly honored! Taos Fall Arts Festival

UNLIKE A BANK, IN THE BEST WAYS POSSIBLE!Just like you, we take pride in being different. Heritage Trust is a locally ow...
06/28/2023

UNLIKE A BANK, IN THE BEST WAYS POSSIBLE!
Just like you, we take pride in being different. Heritage Trust is a locally owned, state-chartered trust company—devoted to families and their advisors.

We are so pleased to support Santa Fe Pride and Human Rights Alliance, the premier event in our State’s capital today. I...
06/24/2023

We are so pleased to support Santa Fe Pride and Human Rights Alliance, the premier event in our State’s capital today. In this time, when people are being attacked for simply loving and caring for their families, chosen or otherwise, we believe it is important to stand up and show support for all families. We believe “love is love” and, in the end, LOVE WINS!

We are proud to sponsor Santa Fe Pride and Human Rights Alliance. We are looking forward to Saturday on the plaza!
06/22/2023

We are proud to sponsor Santa Fe Pride and Human Rights Alliance. We are looking forward to Saturday on the plaza!

Address

630 Paseo Del Pueblo Sur
Taos, NM
87571

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+5757587700

Website

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