HAWS FINANCIAL PLANNING LLC

The firm does not publicly disclose its principals or investment committee members. As a single-family office RIA, investment decisions are likely made by internal family members or a dedicated advisor team. No named professionals are available in public records.

While the firm does not publish a target asset allocation, as a family office RIA it likely allocates across public equities, fixed income, and alternative investments such as real estate or private placements. The emphasis on financial planning suggests a focus on risk-adjusted returns rather than aggressive growth.

The firm appears structured as a single-family office RIA, meaning it likely serves only the founding family. No public information indicates it accepts external clients or capital. This is consistent with many family offices that maintain exclusive focus on family wealth.

The firm likely employs a combination of direct holdings and pooled vehicles, typical for family office RIAs that seek customization and tax efficiency. Specific fund structures or co-investment strategies are not disclosed in public records.

Deal sourcing is not publicly described. As a small family office, the firm may rely on internal relationships, advisors, or external managers for proprietary opportunities. Without public disclosure, sourcing mechanisms remain speculative.