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 Privacy Policy
Our Promise to You
As a client of Haisman Wealth Management, Inc., you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.
Information Provided by Clients
In the normal course of doing business, we typically obtain the following non-public personal information about our clients:
How We Manage and Protect Your Personal Information
We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our contractual arrangements with these service providers require them to treat your information as confidential.
In order to protect your personal information, we maintain physical, electronic and procedural safeguards. Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence.
Client Notifications
We are required by law to annually provide a notice describing our privacy policy. In addition, we will inform you promptly if there are changes to our policy.
Please do not hesitate to contact us with questions about this notice.
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