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.
Our Clients
We are dedicated to serving high-net-worth individuals and successful organizations. We work with a client as long as we can add significant value to their financial life. In general, our clients seek to prudently grow and protect their assets.
To provide maximum impact and a high level of personalized service to each client, we only work with a limited number of clients. Our clients generally have $1 million or more in financial assets that they want professionally managed.