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 Investment Philosophy
a key to your wealth management
As with any investment made in life the best results are achieved by carefully constructing a plan and following that plan consistently over time. A well-crafted investment and financial plan allows you and us to agree on specific investment goals and the asset management strategies by which to attain those goals.
While each person and the family ‘s situation is unique, our wealth management plans always address certain factors, including the reasons for the investment, the investing horizon and the degree of risk that the investor can comfortably tolerate. Our philosophy centers around five steps:
All potential investments must pass a rigorous relative strength analysis which highlights those with the strongest characteristics to be considered for your portfolio.
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