At Heirloom Wealth Advisors, we work with high-net-worth individuals, families, business owners, and institutions to help them pursue their goals through sound financial strategies.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. 

Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. 

Dennis Valentino: CA Insurance License number: 4033995. Resident state: DE
Joe Durney: CA Insurance License Number: 4034671. Resident State: DE


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