Are We the Right Fit for You?

Haisman Wealth Management Inc. is dedicated to serving high-net-worth individuals and families with creative asset and wealth management ideas.

After our initial “get acquainted” meeting, we must mutually agree to move forward together for us to continue.  We work with you and your family only if we can add significant value to your financial planning 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 limit our number of clients to 100. Our clients generally have $1 million or more in financial assets that they want professionally managed.