Insights

Insight image
We’re spreading the warmth this year at Heirloom Wealth Group —literally! We are collecting winter gear and we’d love your help. If you can, please stop in to drop off new or gently used jackets, mittens, gloves, hats, snow pants, or boots for women and children of all ages. We’ll be accepting donations during office hours until December 11th. If we miss you when you stop by, feel free to leave your items right outside our door—Santa style! Or please stop by our Second Annual Christmas Open House Thursday December 11th 2pm-7pm for some Holiday Cheer and Treats! Let’s fill that donation box so full it practically bursts with holiday spirit!
Insight image
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
Insight image
Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
Insight image
Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
Insight image
Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.
Insight image
Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?
Insight image
Happy New Year! Wishing your family a very blessed 2025.
Insight image
Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄
Insight image
The holiday season is here, and we’re spreading the cheer with a special Holiday Open House! 🎅 Skip the line to meet Santa! He’ll be here taking photos with all the little (and big) elves. 🍽️ Enjoy a spread of delicious treats and drinks to get you in the holiday spirit. 🎉 Wrapping station for gifts 🎁Toys for Tots Partnership: Bring a donation if you’d like to help make a child’s holiday season brighter. ✨ Fun activities for the kids to enjoy! Wednesday December 4th 4-7pm 3001 Broadway Street NE, Minneapolis, MN 55413 The more the merrier! Bring your family, your friends, and your holiday spirit—everyone is welcome! Let’s celebrate together and make this season extra special. We hope to see you tomorrow! 🎅🎉
Insight image
Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
Insight image
Mark your calendars: Holiday Open House | Toys for Tots | Photos with Santa! Please join us for a Holiday Open House on Wednesday, December 4th from 4 -7 p.m. Stop in for some food, drink and a photo with Santa! For this event our team will be partnering with Toys for Tots in partnership with the Woodbury American Legion. There will be a gift wrapping station, for anyone that donates to the cause, to get their personal gifts wrapped. So bring your kids, grandkids, parents, nieces, nephews, neighbors and friends! Everyone is welcome! There will be decorations, a kid’s coloring station, a gift wrapping assembly line, Christmas music, and photos with Santa! https://bit.ly/openhouseCA If you aren't able to join us on December 4th we will be collecting Toys for Tots donations until December 11th at the office. Join us in fellowship. Enjoy food and drink. Be Merry and come celebrate the holidays with us!
Insight image
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
Insight image
Wishing you and your loved ones a safe and relaxing Labor Day.
Insight image
Have a fun and memorable 4th of July celebration!
Insight image
We had a wonderful evening celebrating the life of Gabriele Grunewald with the Brave Like Gabe Foundation and Thrivent Charitable! For those that couldn't join us there is an opportunity to get involved with the foundation and participate in the 7th Annual Brave Like Gabe 5K at Como Regional Park on September 28th! A great event for the whole family with a timed 5K, Abby’s Run for Kids, and post-race treats! Click here to learn more or to register: https://bit.ly/BLG5K24
Insight image
Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!
Insight image
To all who served and sacrificed for our freedom, thank you.
Insight image
Some of the best advice comes from Moms. To all moms and mother figures, happy Mother’s Day!
Insight image
Happy Valentine’s Day! Celebrate loved ones in your life—today and every day. ❤️
Insight image
We had an amazing time with our charity partner CoHOPE at FMSC! Thank you to those that were able to join us - and if you weren't able to join in this event we hope you can make it to the next!