After graduating from Creighton University, Elizabeth Wilder has worked in the financial planning industry for over 12 years holding a variety of roles. Elizabeth has worked in both registered investment advisory firms and large broker dealer firms in training, compliance, and operations roles. She is excited to join Heirloom Wealth Management and continue to work alongside coworkers whose priority is to develop comprehensive plans for their clients. Elizabeth holds the SIE, Series 7 and Series 66 licenses.
Elizabeth lives in the west area of Denver with her husband and 3 sons. She enjoys watching her sons play all the sports and attempting to train their dog. She also is an avid fan of being outdoors while hiking, camping, backpacking and paddleboarding.
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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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