Meet the Team

^{Our Founder}
Our Story Started Here

Dennis Valentino, Managing Partner, established Heirloom Wealth Advisors after what began as a temporary position to finance his law school education evolved into his life's calling. Drawing from his service-oriented background and commitment to technical excellence, he recognized that affluent families needed more than just investment management—they required a steward who could help preserve both their financial assets and the meaningful stories behind them.

After two decades of serving his original clients, he observed that his practice had naturally expanded to include their children, grandchildren, and even great-grandchildren, revealing the true mission of his team: to treat family wealth as a treasured legacy to be carefully passed down through generations. This realization not only inspired the name "Heirloom," but also established the philosophical foundation that distinguishes the team—a genuine commitment to service excellence that transforms conventional financial relationships into meaningful relationships spanning decades and generations.

Dennis has been recognized as a Platinum Council Advisor by Wells Fargo Advisors Financial Network from 2012-2025.

*2024/2025: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.

**2023 and prior: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.