Heirloom Wealth Management
Our Financial Advisory Team
The Heirloom team is a group of financial professionals united by a commitment to independence, transparency, and putting clients first. With deep expertise across investment management, financial planning, tax strategy, and client education, the firm operates as a true partner in every stage of a client's financial life. Heirloom's professionals work collaboratively, aligning around a holistic approach that removes conflicts of interest and prioritizes long-term decision-making. Clients benefit from a team culture grounded in integrity, thoughtful analysis, and a shared mission to help families live well with confidence and peace of mind.
Team Morgan
Morgan Legacy Capital is a legacy focused Wealth Planning team at Heirloom Wealth Management, serving the long-term needs of the clients who have entrusted us with their financial lives. Our work is centered on stewardship, protecting, structuring, and thoughtfully deploying wealth that has been built through years of discipline, effort, and sound decision-making. David Morgan, CFP®, has spent more than 27 years advising individuals and families who value clarity, prudence, and continuity. He works closely with a deliberately limited number of client families, allowing for a high-touch advisory relationship grounded in deep personal understanding. This focused structure ensures accessibility, responsiveness, and the ability to anticipate needs as circumstances evolve. Our clients, many of whom are business owners, entrepreneurs, and multi-generational families, face increasing complexity as their wealth grows and their responsibilities expand. Team Morgan provides an integrated advisory framework that aligns investment management, advanced tax planning, estate and succession design, charitable strategy, and risk management into a cohesive plan. The objective is not activity, but coordination, so decisions made today reinforce long-term goals and future generations are considered with intention. Clients engage us as a long-term advisory partner rather than a transactional provider. We offer disciplined analysis, experienced judgment, and hands-on guidance across capital allocation, governance, and legacy planning, allowing clients to remain focused on their families, businesses, and priorities while knowing their financial affairs are thoughtfully organized and proactively managed. At its core, Morgan Legacy Capital is committed to helping clients protect what they have built, plan intentionally for future generations, and deploy capital responsibly, providing confidence today and continuity for the future.
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Team Valorium
Valorium reflects our conviction that enduring wealth, especially for business owners, requires courage, discipline, and principled decision-making. Valorium Wealth Partners is a specialist advisory team inside a broader wealth-management firm, built specifically for high‑net‑worth entrepreneurs, founders, and multi‑generation business families navigating complexity at scale. We provide an integrated, owner-focused wealth platform that unifies investment strategy, advanced tax optimization, business and personal succession planning, estate design, and tailored portfolio solutions into a single cohesive framework. Our work is practical and anticipatory: from preparing for and executing liquidity events, managing concentrated equity and payout strategy, to structuring buy‑sell, governance, and transition plans that preserve enterprise value and family harmony. Our team brings disciplined judgment, intellectual rigor, and a high‑touch, CFO‑level partnership to every engagement. We deliver clear, actionable advice, tax-efficient capital deployment, risk management, philanthropy and legacy structuring, and multi‑generational governance, so owners can focus on running and growing their businesses while we align financial outcomes with long‑term objectives. In short: we don’t just manage capital, we create clarity, conviction, and continuity across every stage of an owner’s financial life.
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Team Potter
We are educators at heart. Heirloom Wealth believes in empowering clients through education and a truly holistic approach to personal finance. Our team integrates tax planning and efficiency, retirement planning, including Social Security optimization, insurance planning, and estate and legacy planning, all while carefully considering each client’s goals, personal circumstances, and tolerance for risk. With more than 50 years of combined experience as financial planners and investment advisors, the Potter Financial Team reflects the long-standing trust our clients place in us. We are known for personalized relationships, a fiduciary-first mindset, and a disciplined approach to investment management that prioritizes our clients’ best interests. Through ongoing portfolio monitoring and attention to detail, we help bring clarity, confidence, and peace of mind, allowing clients to focus less on financial uncertainty and more on enjoying the life they’ve worked to build.
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Team Stratum
Team Stratum is a dedicated, high net-worth advisory team within Heirloom Wealth Management based in Denver, CO. We serve individuals, families, and business owners who value clarity, transparency, and long-term thinking over financial noise and sales-driven advice. Our philosophy is simple: highly impactful wealth management is not solely about chasing returns, it’s about aligning money with life. We take a fiduciary-first approach, combining disciplined portfolio management and research with thoughtful financial planning. Paired with our teams accounting, tax, and estate planning services, every recommendation is designed to support real-world decisions, reduce complexity, and improve confidence. Evidence-based investing supported by audited performance reporting and risk-aware portfolio construction Holistic planning that integrates retirement, cash flow, taxes, estate considerations, and major life transitions Transparency around costs, tradeoffs, and expectations High-touch service grounded in long-term relationships, not transactions We work closely with a trusted network of professionals to ensure our clients receive coordinated, objective advice. Through our educational initiatives and client experience standards, we aim to elevate financial understanding, not obscure it. At Team Stratum, success is measured by peace of mind, better decisions, and the freedom to Live Well.
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Team Segler
Desiree and Damon Segler are a husband-and-wife advisory team at Heirloom Wealth Management with more than 20 years of combined experience in financial services. They provide personalized, goal-focused guidance for individuals and families, blending deep industry expertise with a collaborative, client-first approach. Desiree’s specialized expertise as a Certified Divorce Financial Analyst® (CDFA®) allows the team to thoughtfully support clients navigating divorce and major life transitions with clarity, confidence, and care.
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