Marcy Srulowitz is the Managing Partner of Operations at Heritage Haus Wealth Partners, where she oversees the day-to-day client experience and supports the internal team.
With over a decade of experience, Marcy plays a critical role in ensuring that every interaction with the firm feels seamless, thoughtful, and consistent. She is deeply focused on the details that make a difference, from client communication to overall experience.
What sets Marcy apart is her genuine interest in people. She values getting to know clients beyond their financial picture, learning about their families, their lives, and what matters most to them. This relationship-first mindset is a cornerstone of the firm’s culture.
Marcy supports several organizations and is especially active in her children's school community. She enjoys spending time with her family and cheering on her kids in all of their activities.
She is passionate about the future of the firm and the opportunity to continue building something meaningful with lasting impact.