Heirloom Wealth Management is an independent financial services firm based in Grand Rapids, Michigan. The firm's mission is to guide clients toward financial independence through comprehensive wealth management services, including investment planning, retirement planning, and legacy planning. While operating as an independent entity under its own brand, Heirloom Wealth Management offers its investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN), utilizing its platform for brokerage, compliance, and asset custody. This structure allows them to provide personalized client service while leveraging the resources of a major financial institution.

Founded in

United States