• We show affluent families and organizations how to simplify their financial lives, so they can achieve their goals and fulfill their values. We do this by helping them get their entire financial house in order and to keep it that way forever.

Home

family on beach You have worked hard to succeed and now you have been blessed with wealth.

You realize that wealth is much more about benefiting your family and your community than it is about money.

We share your commitment to putting wealth to work productively so that it reflects your core values and principles.

Haisman Wealth Management brings you the benefit of in-depth experience with dozens of clients very much like you. We have worked with each of them to craft a wealth management plan that fully reflects their individual requirements.

Our Firm Handles Only 100 Clients

You will receive the time and attention you deserve because we limit our customer base to just 100 clients.  We have found that maintaining this limitation enables us to provide optimal wealth management services to clients who will derive maximum benefit.

We take all the time necessary to determine whether we are just the right firm to look after your needs and those of your family, company or nonprofit.

Developing a Well-Crafted Plan

As with any investment made in life—a family, a home, a college education, retirement—the best results are achieved by carefully constructing a plan and following that plan consistently over time. A well-crafted investment plan allows you and us to agree on specific investment goals and the strategies by which to attain those goals.

While each person or organization’s situation is unique, investment and retirement plans always address certain factors, including the reasons for the investment, the investing horizon and the degree of risk that the investor can comfortably tolerate. Our philosophy centers around five steps:

  1. Assess your goals and circumstances.
  2. Set long-term investment objectives.
  3. Plan your asset allocation.
  4. Select your investment approach.
  5. Build your portfolio.

Click here to learn about our investment philosophy.

Our Unique Consultative Client Process Is Designed to Match Your Needs Precisely

What you can expect

Your initial experience with our firm will be through our Consultative Client Process which is designed to help you make smart decisions about money. Based on a series of five meetings, it enables us to determine what type of plan will ensure that you reach your goals. We have designed this process specifically to help us achieve three critical objectives:

  1. Understand your true financial needs and goals.
  2. Design well planned strategies for achieving those goals.
  3. Stay focused along the way.

Click here to learn more about our Consultative Client Process.

For Each of Our  Clients, We Act as a Personal Chief Financial Officer

Throughout our relationship, Haisman Wealth Management Inc. performs the duties of your individual, family or small group Chief Financial Officer.  Once we implement the plan that you approve, we keep you apprised of what is happening with your money, alert you to any factors that may influence your situation, and make recommendations on the smartest ways to help you meet your goals.

Click here to understand more about how our clients benefit from this approach.

Back to the top