Financial Planning for Affluent Families
- Don Haisman Speaks on What We Do for our Clients
- Are We the Right Fit for You?
- Employee and Employer Benefits Planning
- Financial planning
- Asset Allocation and Investment Strategies
- Income Tax Reviews
- Retirement Strategies
- Estate planning
Financial Planning for Business & Non-Profits
- Don Haisman Speaks on What We Do for our Clients
- Are We the Right Fit for You?
- Financial Planning
- Employee and Employer Benefits Planning
- Income Tax Reviews
- Cash, Endowment and Foundation Management
- Retirement Plan Strategies
About Us
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Contact Us for Asset Management Advice
Call us at: 239-939-3235.
Click here for our address and a map of our location.10 Questions to Ask Before Hiring a Financial Planner
Valuable Information for Affluent Families
- Nearly Half of Middle-Aged Americans "Sandwiched" Between Kids an...
- Considerations for Inherited Retirement Assets
- Spring Cleaning
- Setting Up a Custodial Account
- Stretch IRA: A Handy Estate-Planning Tool
Valuable Information for Businesses & Non-Profit Organizations
- Operating a Home Business: Can It Work for You?
- Near-Zero Interest Rates: Trade-Offs for Investors
- Protecting Your Financial Information From Natural Disasters
- Strategies when Managing Your Portfolio Using ETFs in Tactical Asset Alloca...
- Take Steps to Protect Your Identity Now
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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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