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At Heirloom Wealth Group, our mission is to help you make wise financial decisions.
our team
Where do you want to go? We'll get there, together.
Where do you want to go? We'll get there, together.

At Heirloom Wealth Group, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial guidance, investments, insurance, banking and generosity programs to help people make the most of all they have been given. We focus on your goals and priorities, guiding you toward financial choices that will help you live the life you want today – and tomorrow. 

You’re at the heart of what we do. At Heirloom Wealth Group, we not only aim to help you with your goals, but strive to build a relationship with you and the communities in which we live, work and thrive. We combine financial expertise with purposeful guidance to help you make the most of your finances. Together we can explore how to:

 

  • Help build a multi-generational wealth and estate strategy
  • Engage you and your family to create a lasting legacy
  • Leverage tax-efficient strategies to help manage your estate
  • Prepare for unexpected illness, injury, or loss
  • Invest with purpose and plan for charitable giving
  • Prepare your business with a successful exit plan

Our approach is purposeful and continuous. Your financial goals and circumstances are not only unique, but they are also ever changing. That's why we customize the way we work with you based on your needs and complexity. Heirloom Wealth Group can provide the support and resources that you need to focus on what is meaningful to you. Call or visit our office to schedule a time to connect in person or virtually.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Minneapolis Location
3433 Broadway St NE Suite 400
Minneapolis, MN 55413
Phone651-287-9440Fax866-201-6316Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 651-287-9440

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.