Nick leads our due diligence with Family Office offerings and private investment placements with 20+ years of manager due diligence across asset classes, spanning 10,000 managers. He has expertise in all aspects of client portfolios including tax, asset allocation, and risk management. He served honorably in Desert Storm with the U.S. Army 82nd Airborne. His vast experience includes option trading, investment consulting, MFOs, and being a hedge fund analyst. He holds his B.S. in Business from Colorado State and an M.S. in Finance from the University of Denver and is a CFA charter holder.
Heirloom can provide a clear, objective view of where you stand and what might be possible.
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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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