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.
Are We the Right Fit for You?
Haisman Wealth Management Inc. is dedicated to serving successful for-profit and not-for-profit organizations. We provide innovative ideas and support for presidents, executive directors and board members with creative asset management 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 your organization only if we can add significant value to your financial management life. In general, our clients use us as a resource acting like their CFO.
To provide maximum impact and a high level of personalized service to each client, we limit our number of clients to 100. Our organizational clients generally have $1 million or more in financial assets that they want professionally managed.