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.
About Us
Haisman Wealth Management Inc. has developed its business model to respond to what affluent investors want: a comprehensive wealth management approach which has a highly consultative focus and assists families and organizations with making smart decisions about their money.
We operate much differently than a stock broker. To find out how we differ, click here.
Our History
We opened our office in Southwest Florida in 1979. We experienced substantial growth in both clients and assets under management. In the early 80s, we registered with the Securities Exchange Commission (SEC) as a registered investment advisor.
In 2005 we revised our business model to limit our practice to serving no more than 100 clients in order to maintain our desired business model of a lifestyle boutique while focusing on the future growth of the firm’s most profitable market: affluent investors with investable assets in excess of $1 million.
Click here to meet our team
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