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.
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.