Our story

Dennis Valentino, Managing Principal, joined Prudential Securities – predecessor to Wells Fargo Advisors – in 2001. He then branched out and founded Heirloom Wealth Advisors, an independently run office which focuses on the specialized needs and goals of high-net-worth clients. The Heirloom team is dedicated to helping you pursue your investing and wealth management goals. 

What’s most precious to you?

What’s most precious to you?

Shouldn’t your investment plan reflect the people and things that you value most? Contact our main office in Wilmington, DE to discuss a plan that centers around your priorities.
Pursuing your potential

Pursuing your potential

You deserve the freedom to go after your personal and financial dreams. Contact our advisors today at our Lewes, DE office location to learn how to continue the pursuit of your goals.
Making the most of your wealth

Making the most of your wealth

Your family’s highest priorities should be at the center of your portfolio. Contact our advisors today to start planning your ideal financial future.
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What’s your heirloom?

Your grandmother’s wedding ring. Your great-grandfather’s Purple Heart. These are objects that carry meaning for you and your family and keep memories of loved ones alive. Wealth planning is more than creating an investment plan – it’s about focusing on those things that are most important to your family. Learn about what it’s like to work with our team as we identify the things that you value most.

Your big picture.png

Your big picture

Our priority is helping you develop an investment plan that is driven by your big picture goals. Your plan should encompass your unique needs and should be tailored to fit you, and we believe that our approach to wealth management is best suited to help you pursue what you want. Read more about our planning process.

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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