About Us

Brett Toomey, a Delaware native and U.S. Navy veteran, has been a financial advisor for more than 20 years. During his career, he has worked for some of the largest banks and financial institutions.

For years, Brett observed people's confusion and the mistakes they made related to government benefits. Nine years ago, he started focusing on Medicare and Social Security planning.

In 2012, he read a Kaiser Family Foundation study that 89% of Medicare beneficiaries were overpaying for their benefits. At that point he found Heritage WealthCare - an organization dedicated to helping people 64 and older understand their rights and benefits under Medicare.

The focus at Heritage WealthCare is on you, not the insurance company!