Jeff Welty CFP®

Jeff Welty CFP®

Private Wealth Manager | Partner

Strive to leave everything you encounter better than you found it: especially people, but also places and things.

Jeff’s passion for finance ignited in a high school economics class, inspiring him to major in Business Administration at Goshen College in Indiana. During his studies, an investment class captivated him, setting the course for his career. After graduation, Jeff began working at Charles Schwab & Co. in Denver and later joined Jackson National in 2008. Over 13 fulfilling years, he educated thousands of financial advisors. However, Jeff sought a more direct impact on clients' lives.

Denver, with its vibrant community and meaningful friendships, has always felt like home to Jeff and his wife, Kinnari. Returning to Denver, Jeff and his business partner, Nick, joined Heirloom Wealth Management, where Jeff serves his clients as a true fiduciary, prioritizing their goals above all else. Jeff is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).

Originally from Indiana and raised in La Junta, CO, Jeff considers Denver his true home. He loves traveling worldwide with Kinnari, exploring Denver's culinary scene, and spending time with friends and family. Jeff also enjoys golfing, working out, and watching football in the fall. He and Kinnari share their home with their two beloved dogs, Tucker and Fitzgerald.