Dennis Valentino, Managing Principal, joined Prudential Securities – predecessor to Wells Fargo Advisors – in 2001. He then branched out and founded Heirloom Wealth Advisors, an independently run office which focuses on the specialized needs and goals of high-net-worth clients. The Heirloom team is dedicated to helping you pursue your investing and wealth management goals.
Shouldn’t your investment plan reflect the people and things that you value most? Contact our main office in Wilmington, DE to discuss a plan that centers around your priorities.
Pursuing your potential
You deserve the freedom to go after your personal and financial dreams. Contact our advisors today at our Lewes, DE office location to learn how to continue the pursuit of your goals.
Making the most of your wealth
Your family’s highest priorities should be at the center of your portfolio. Contact our advisors today at our Annapolis, MD office location to start planning your ideal financial future.
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