What do you want to do?
Partner Success Story: Heirloom Wealth Management
Describe Your Business
Heirloom Wealth Management is a full-service financial planning and wealth management firm. We primarily serve business owners, and our core strengths lie in portfolio management and building comprehensive financial plans. We take on more of a personal CFO role—looking at everything from tax mitigation strategies to estate planning, key man policies, and Long-Term Care Insurance. Our holistic approach is designed to support the full spectrum of our clients’ needs, especially those in the mid-market business space.
What Makes You Different from Competitors
There are several things that set us apart. First, we go well beyond traditional portfolio management—we help clients develop legal strategies to retain more of their earnings, especially during events like selling a business. We work closely with their families, too, to help them visualize and achieve their goals. Second, our portfolios are audited by a third party, which is rare in our industry. We’ve consistently outperformed the market and even top-tier Morningstar-rated funds. We invest in our own models, which means we only recommend strategies we believe in—and that we use ourselves.
How Has Accelerent Helped Your Business
Accelerent has been incredibly impactful. It’s not just about the direct referrals we’ve received—it’s about the strength of the relationships. We’ve been able to connect with partners and expand our reach in ways we wouldn’t have otherwise. Even informal introductions have created ripple effects that helped our network grow and strengthened our presence in the business community.
How Much Business Have You Given During Your Time with Accelerent?
While we haven’t tracked an exact dollar amount, we’ve made a substantial number of referrals and warm introductions. In many cases, those weren’t direct client handoffs—but they created valuable opportunities for our Accelerent partners. For example, one of our merchant services partners was introduced to someone in the automotive finance world, who then connected them to several dealership owners. That kind of ripple effect has made a meaningful impact.
How Much Business Have You Received During Your Time with Accelerent?
The revenue we’ve generated from Accelerent has already doubled our membership investment in less than two years. We’re just getting started, but the ROI is clear. It’s motivated us to be even more intentional about the relationships we’re building within the organization.
What Advice Do You Have for New or Prospective Accelerent Partners?
Be involved. There are so many ways to engage—from monthly executive environments to social events and educational seminars. Accelerent works best when you invest time into building real relationships. For us, it’s become like a second family. The more you understand your partners and what they offer, the easier it is to make meaningful introductions. We don’t expect anything in return—but that spirit of generosity has come back to us tenfold.
Any Final Thoughts?
If you have an idea—whether it’s for a social mixer or an educational event—bring it forward. Our Regional President has been incredibly supportive in helping turn ideas into opportunities for the group. Accelerent is more than just monthly meetings. If you get creative and take initiative, it becomes something truly special.
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