Whether you’ve served as a Financial Advisor for many years or you’re just starting, Heirloom Wealth Advisors can offer you a path of greater independence. As a part of the Wells Fargo Advisors Financial Network, we create a work environment where advisors can be themselves and work to reach their professional goals. 

Opportunities are open to advisors who are seeking to continue the growth of their practice and those who are soon approaching retirement.

Pursuing your legacy

Extend your career by partnering with a group of Financial Advisors who are building a multigenerational wealth management practice. As you near retirement, leave your clients in capable hands by creating a well-defined succession plan.

Pursuing personal growth

Seize the opportunity to continue building your business. At Heirloom Wealth Advisors, you are free to continue your professional development journey in a place where you can manage your book independently while still feeling the support of a team.

It’s time to prioritize you

Learn more about working at Heirloom Wealth Advisors today by contacting:


Joseph Durney

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MT, NC, NJ, NY, PA, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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