Heirloom Wealth Management

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally required to act in your best interest at all times. Unlike commission-based advisors, Heirloom Wealth Management operates as a fee-only, fiduciary RIA, meaning we earn no commissions and our advice is never influenced by product sales.

How is Heirloom Wealth Management different from other financial advisors?

Heirloom integrates wealth management and tax planning under one roof. Rather than coordinating with a separate CPA or tax preparer, our advisors handle both investment management and proactive tax strategy — including Roth conversions, tax-loss harvesting, and business entity planning — as a single, coordinated service.

What types of clients does Heirloom Wealth Management serve?

We primarily serve high-income professionals, business owners, and families in the Denver and Greenwood Village, Colorado area with investable assets typically ranging from $500,000 to $5 million and above.

Is Heirloom Wealth Management a registered investment advisor?

Yes. Heirloom Wealth Management is an SEC-registered investment advisor (RIA) with over $1.1 billion in assets under management.

Does Heirloom offer tax preparation in addition to financial planning?

Yes. Through Heirloom Tax Solutions, we offer integrated tax preparation and proactive tax planning as part of our comprehensive wealth management service. This integrated approach allows your tax strategy to be coordinated directly with your investment and estate planning.

Where are Heirloom's offices located?

Heirloom Wealth Management has two Colorado offices: 6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO 80111 and 3200 Cherry Creek S Dr, Suite 130, Denver, CO 80209. We also work with clients virtually throughout Colorado.