Call us at: 239-939-3235.
Click here for our address and a map of our location.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Florida or if you are not a Florida resident we will take the necessary action to comply with the security laws of your state.
Fee-based advisory services are offered through Haisman Wealth Management, Inc., a registered investment advisor. Haisman Wealth Management, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements.
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
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.