Jeff Welty CFP®

Jeff Welty CFP®

Private Wealth Manager | Partner

Leave anything you come in contact with better than you found it. This especially includes people, but also includes places and things.

Jeff’s love and passion for finance started in an economics class in high school, which led to him choosing to major in Business Administration at Goshen College in Indiana. While pursuing his degree, he took an investment class and was hooked for life. After college, he started working for Charles Schwab and Co. in Denver and eventually moved on to Jackson National in 2008. After a wonderful 13 years helping and educating thousands of financial advisors, Jeff wanted to find a way to meaningfully work directly with clients.

Denver was always home, not only because of the city, but the many people Jeff and his wife, Kinnari, consider to be amazing friends. In finding their way back to Denver, Jeff and his business partner, Nick, found Heirloom Wealth Management where he could help his clients through a true fiduciary relationship, always putting the client and their goals first. Jeff is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).

Jeff was born in Indiana, grew up in La Junta, CO, but considers Denver home. He enjoys travelling all over the world with his wife Kinnari, enjoying all the wonderful restaurants Denver has to offer, spending time with friends and family, golfing, snowboarding, working out, going to sporting events and enjoys watching football in the fall. He and Kinnari also have two wonderful dogs, Tucker and Fitzgerald.