Peak Retirement

The view from the summit can be amazing!

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Todd dedicated his career of financial service to his Utah home when he established Heritage Wealth Management in 2004. He and his team have been serving Utah families ever since. He welcomes people from all financial walks of life into his office and uses his experience, skills and education to help solve problems and address the concerns of his clients, while presenting strategies and options unique to every person that works with him.

Todd believes in the culture of family and works to serve the generational goals of his clients. He also knows that retirement can be different for each generation, and so he works to provide knowledge and strategies that are appropriate for each person’s situation.

“Watching my dad retire with income streams was an inspiration,” says Todd. Moving forward, his goal became one to help other Utah families retire in a situation similar to his parents by looking at ways to create income streams for retirement.

Todd studied finance at the University of Utah and graduated in 1989. He is a member of the National Ethics Association and is a recognized National Social Security Advisor. If you are new to Heritage, you can meet Todd in many ways: Call or stop by the office in Sandy or attend one of his live events coming up across the Wasatch Front!

Todd is a lifelong resident of Utah, born and raised in Salt Lake County, and now living in Draper. He and his wife, Laurel, have been married for 40 plus years, and together they’ve raised three children: Parker, Dallin and Hilary. Dallin continues the family tradition at Heritage by working here alongside his father as an advisor. Todd and Laurel are also grandparents to ten grandchildren who gobble up their attention and spare time. Todd enjoys traveling with his family and loves the Utah outdoors and all it has to offer every season. He enjoys golfing, skiing, hiking and bike riding in the open air. Also, Todd and his family have entered the world of pickleball, so challenge him to a game!

F. Todd Schwendiman

Founder & Wealth Advisor

Dallin has worked 7 out of the last 9 years at Heritage Wealth Management. He began in Marketing & Sales. He became a Licensed Financial Professional in 2021. He obtained his insurance license in the State of Utah in 2016. He obtained the Series 65 in 2022 and became a Wealth Advisor in 2023. He was promoted to President in 2025. He obtained a Bachelor of Science degree in psychology from Utah Valley University.

In 2019, he married his best friend, Hannah, and they have three beautiful children, Madden, Summer and Hallie. He enjoys camping, hiking, pickleball, traveling and adventuring with his family.

Dallin Schwendiman

President & Wealth Advisor

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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