Haisman Wealth Management, Inc. Financial Planning Services

We Are An Independent Investment Management Firm Serving

· Affluent Families
· Successful Business & Non-Profit Organizations

Our Practice is Limited to 100 Clients

businesshandshake.jpgHaisman Wealth Management brings you the benefit of in-depth experience as a CERTIFIED FINANCIAL PLANNER™ with dozens of clients very much like you. We have worked with each individual and organization to craft investment and retirement plan strategies that carefully reflect their financial and asset management objectives.

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 investment management experience in Southwest Florida.

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

We keep you apprised of what is happening with your money, alert you to any factors that may influence your financial planning situation, and make recommendations on the smartest ways to help you meet your investment management, retirement planning, and wealth management goals.

Learn about our financial planning services for succesful business and non-profit organizations.

Learn about our financial planning services for affluent families.