Heirloom can provide a clear, objective view of where you stand and what might be possible.
Celina Wescott
Celina has enjoyed working with clients in the financial industry since 2017. Celina is passionate about helping others conquer their financial lives and actually founded her own debt management company prior to joining a larger advisory team in Denver in 2018. Celina joined us here at Heirloom in 2023 and we could not be happier. You will find her smiling and probably laughing at the front desk at our DTC location. She is Life, Accident & Health Insurance licensed in Colorado and working toward her series 65. Celina loves helping and connecting with clients. Come say Hi!
Celina lives in Elizabeth with her husband, two daughters, two dogs and goats. When not at work she is active with her daughter’s dance team. She is also an adrenaline junkie and loves a good rollercoaster and motorcycle rides.
Heirloom can provide a clear, objective view of where you stand and what might be possible.
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This initial conversation is designed to understand your goals, current situation, and priorities. You'll have the opportunity to ask questions, explore how Heirloom's integrated approach works, and determine whether a longer-term relationship makes sense—without pressure or obligation.
Our Services
Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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