Financial Planning for Affluent Families
- 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
- 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
- Protecting Your Financial Information From Natural Disasters
- Strategies when Managing Your Portfolio Using ETFs in Tactical Asset Alloca...
- Dealing With Medical and Long term Care Bills
- Harnessing Risk in any Market
- Take Steps to Protect Your Identity Now
Valuable Information for Businesses & Non-Profit Organizations
- 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
- Finding Value in a Beaten-Down Market
- How Are ETFs Different From Mutual Funds?
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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.