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WEALTH MANAGEMENT | FINANCIAL PLANNING
Comprehensive, Fee Based Wealth Management with Integrated Tax Planning
Heirloom Wealth helps families, retirees, and business owners coordinate investments, taxes, and long-term planning through a disciplined, audited, and fiduciary approach—so your money is organized around the life you want, not the other way around.
What We Do Best
Our Services
Wealth Management
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Tax Solutions
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A Coordinated Approach to Your Entire Financial Life
Heirloom Wealth provides comprehensive wealth management that connects:
Investment management
Building and maintaining portfolios aligned with your goals, risk tolerance, and time horizon.
Financial planning
Clarifying where you are today, where you want to go, and the steps to get there.
Tax-aware strategies
Structuring decisions so that investment, retirement, and estate strategies are designed with tax implications in mind.
Retirement and income planning
Turning savings into a sustainable income strategy that supports your lifestyle and priorities.
Estate, legacy, and charitable planning
Helping you think through how to provide for family, causes, and successors in a thoughtful, intentional way.
Clients engage Heirloom Wealth to bring organization, coordination, and oversight to the many moving parts of their financial lives. The firm focuses on being a true partner, not just an investment manager—helping you make informed decisions across your balance sheet and over your lifetime.
Why Heirloom
A Fiduciary, Fee-Only Partner
Heirloom Wealth acts as a fiduciary, which means the firm is obligated to act in clients’ best interests. As a fee-only advisor, compensation is not tied to product sales, allowing the firm to focus on transparent advice and long-term relationships.
Audited Performance
Heirloom Wealth’s investment performance is audited by an independent third party, providing additional transparency and structure around how results are measured and reported.
Past performance does not guarantee future results.
Audited performance gives clients a clear way to see:
How strategies have behaved over time.
How returns have compared to relevant benchmarks.
How risk and volatility have been managed through different market environments.
Integrated Wealth + Tax Perspective
Many financial decisions have tax implications that may affect your long-term outcomes. Heirloom Wealth’s approach is designed to consider both sides—what you earn and what you keep—by aligning:
Audited performance gives clients a clear way to see:
Account placement and asset location decisions
Retirement income strategies
Business and equity compensation considerations
Charitable and estate planning choices
This integration is intended to help avoid fragmented decisions and create a more cohesive long-term plan.
Built for Retirees, Families, and Business Owners
Heirloom Wealth works with:
Retirees and pre-retirees who want clarity on what they can safely spend, how long their money may last, and how to coordinate income, taxes, and legacy goals.
Business owners and entrepreneurs who need help aligning their business, personal, and estate planning decisions—often with concentrated risk and complex cash flow.
Families in transition (sale of a business, inheritance, retirement, or other major life change) who benefit from a structured, steady partner.
Our Process
The Live Well Plan™
01
Discover
Understand Your Life and Priorities
02
Analyze
Organize the Full Financial Picture
03
Design
Build Your Live Well Plan™
04
Implement
Put the Plan into Action
05
Monitor & Adjust
Ongoing Guidance Over Time
01
Discover
Understand Your Life and Priorities
The process begins with a detailed conversation about where you are today and what matters most to you. Heirloom Wealth gathers information about your finances, family, goals, and concerns to understand both the numbers and the context behind them.
02
Analyze
Organize the Full Financial Picture
Next, Heirloom Wealth evaluates your current portfolio, cash flow, tax situation, retirement readiness, and estate structure. The goal is to identify gaps, risks, and opportunities, then translate them into a clear, understandable summary.
03
Design
Build Your Live Well Plan™
Using what is learned in discovery and analysis, the firm designs a Live Well Plan™ that outlines:
Recommended portfolio structure and risk alignment
Retirement income frameworks and contingency plans
Tax-aware strategies for saving, investing, and distributing assets
Estate, legacy, and charitable planning considerations
The plan is presented in plain language, so you understand how each piece fits together.
04
Implement
Put the Plan into Action
Once you are comfortable with the plan, Heirloom Wealth helps coordinate implementation, which may include:
Adjusting portfolio allocations and accounts
Coordinating with tax and legal professionals where appropriate
Updating beneficiary designations and key documents you maintain with your attorneys and tax professionals
Establishing systematic savings, withdrawal, or gifting strategies
Implementation is paced thoughtfully and designed to be manageable—not overwhelming.
05
Monitor & Adjust
Ongoing Guidance Over Time
Life and markets change. The Live Well Plan™ is revisited regularly, with adjustments made as needed based on:
Life events (retirement, sale of a business, inheritance, family changes)
Market conditions and interest rate environments
Tax law changes and evolving planning opportunities
The objective is to keep your plan relevant and aligned with your goals over time, rather than treating financial planning as a one-time exercise.
The Outcomes Clients Seek
Results & Testimonials
While every client situation is unique and specific results will differ, many clients engage Heirloom Wealth to work toward outcomes such as:
Clarity – A clear understanding of where they stand, what they can reasonably afford, and how their plan works.
Coordination – Confidence that investments, taxes, estate decisions, and retirement planning are being considered together.
Simplicity – Fewer accounts scattered across institutions and fewer uncoordinated strategies.
Support – A professional team to help navigate complex financial decisions, especially during times of transition.
Any references to client experiences are illustrative and are not guarantees of future results or outcomes. Individual results will vary.
If you would like a coordinated view of your finances and a plan designed around your life and priorities, Heirloom Wealth can help you explore your options in a structured, low-pressure setting.
Book a Strategy Call Now
who feel that insurance and real-world risks are not being addressed with the same rigor as investments.
Book a Strategy Call Now
who feel that insurance and real-world risks are not being addressed with the same rigor as investments.
Our Services
Wealth Management
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Tax Solutions
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Services
Wealth Management
Tax Solutions
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Retirees