Morgan Stanley
47yrs
Top advisor by experience in Colorado
New
Cooper Benedict
Financial advisor at Heirloom Wealth Management
Cooper Benedict is a fiduciary financial advisor in Greenwood Village, Colorado, registered since Oct 2025. Cooper has been with Heirloom Wealth Management since 2025. Heirloom Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
Office6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.17 million
Advisors at the firm19
States licensed ?1 state
Services through Heirloom Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowHeirloom Wealth Management LLCCurrent firm
Contact Cooper
(720) 328-2877Heirloom Wealth Management main office 6400 S Fiddlers Green Circle Suite 1970Greenwood Village, CO 80111Office · Get directions Firm websiteHTTPS://WWW.HEIRLOOMWM.COM
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Questions to ask Cooper
Tailored to Cooper’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cooper
How do I contact Cooper?
Call Heirloom Wealth Management at (720) 328-2877 and ask for Cooper Benedict. Cooper works from the Greenwood Village, CO office.
How long has Cooper been a financial advisor?
Cooper is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Cooper hold?
Series 65. Tap any license on this page to see what it allows.
Is Cooper a fiduciary?
Cooper is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cooper paid?
Heirloom Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Cooper for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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