Haven Wealth Planning

The firm operates on a fiduciary, fee-only basis, bundling investment advisory with tax and estate planning under a single engagement. This structure removes product commissions and cross-referral incentives, aligning the firm's compensation directly with the family's long-term net worth trajectory. Client relationships are typically managed by partner-level advisors who coordinate all disciplines internally.

Haven Wealth Planning employs a goals-based allocation framework that prioritizes after-tax returns and liquidity matching. Portfolios typically span public equities, fixed income, and private market allocations, with concentrated stock risk managed through structured sales and exchange funds. The firm does not promote a tactical trading model or a venture-investing posture.

While the firm serves multiple families, it operates as a planning-centric advisory practice rather than a balance-sheet multi-family office with pooled investment vehicles. The firm does not run a proprietary fund-of-funds or mandate that clients commit to internal private investment programs. Each family receives a bespoke planning and investment architecture.

Estate planning is a core in-house function. The firm designs and coordinates advanced transfer strategies including irrevocable life insurance trusts, grantor retained annuity trusts, and intentionally defective grantor trusts. Coordination with the family's existing legal counsel is standard, but the planning design and oversight sit with Haven Wealth Planning.

The firm's client base consists of individual families and their associated entities, not institutional limited partners. Haven Wealth Planning does not sponsor commingled funds open to external accredited investors. All investment management is directed toward the balance sheets of the families under its advisory mandate.