Heirloom Wealth Management

Heirloom Wealth Management, a boutique fee-only firm specializing in wealth and investment management, is dedicated to providing tailored guidance and an exceptional client experience to a discerning clientele, including individuals, families, and foundations, both locally and nationwide. Our primary mission is to become an integral partner for our clients as we collaborate on crafting and executing their "Live Well Plan." This mission is guided by three fundamental principles:

1. Collaborative Approach Through thorough discovery, we seek a deeper understanding of our clients, enabling us to help them identify and express their most significant priorities. We then create a personalized "Live Well Plan" to illustrate their current standing and identify opportunities for improvement, development, or change. We offer clear recommendations designed to clarify options, simplify complex issues, and facilitate decision-making.
   • Result: Clients can vividly envision their ideal life.
2. Individualized Guidance Leveraging our experience, team-based approach, and ongoing commitment to education, we innovate, provide perspective, and filter out noise on behalf of our clients. We follow a rule and principle-based investment strategy that is diversified, risk-managed, and aligned with each client's objectives as outlined in their "Live Well Plan." Our ability to tap into resources and collaborate with external experts enables us to maintain a comprehensive focus and seamlessly integrate all aspects of our clients' lives.
   • Result: Clients feel confident, knowing they are working with a caring and competent team of advisors.
3. Personal Attention Our entire staff is devoted to consistently surpassing client expectations concerning accessibility, responsiveness, and follow-through. Ongoing communication allows clients to track their progress against their "Live Well Index" while also providing anticipation and education regarding future needs. By taking a genuine interest in our clients' lives and passions, we gain clarity about evolving goals and priorities while preserving a deep sense of understanding and trust.
   • Result: Clients experience a level of personal attention that fosters strong connections and mutual trust.