Welcome

Independent Investment Advisors
A practice limited to 100 clients

Showing you how to simplify your financial life and make smart money decisions so you can achieve your goals.

We do this by helping you get your entire financial house in order and keep it that way forever.

businesshandshake.jpgYou have worked hard to succeed and now you have been blessed with wealth.

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 as CERTIFIED FINANCIAL PLANNERS™ with dozens of clients very much like you. We have worked with each of them to craft investment and retirement strategies that carefully reflect their individual requirements.

Who We Are

We are an independent, fee-based, registered investment advisory firm, founded by a CERTIFIED FINANCIAL PLANNER™ with more than 30 years of experience in Southwest Florida.

What We Do

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

We Help You Achieve 3 critical financial planning objectives

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

We Help You to Develop a Well-Crafted Financial Plan with our 5-Step Process

  • Assess your goals and circumstances.
  • Set long-term investment objectives.
  • Plan your asset allocation.
  • Select your investment approach.
  • Build your portfolio.

Learn how this client-centered process helps you make smart decisions about your financial future.

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

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 investment, retirement, and wealth planning goals.
Learn how our clients benefit from this financial management approach.

Our Practice is Limited to 100 Clients

You will receive the time and attention you deserve because we limit our practice 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.
Learn how our clients benefit from our 100 client limit.

Contact Us to Start Building Your Long-term Financial Plan Now