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Personalized Investment Strategies Tailored to Your Needs
Contact Eves & Haines Wealth Management for professional advice
Receive a Dynamic Investment Blueprint
Protecting and improving your wealth is our focus
Studies show a large percentage of Americans don't know where they stand in preparation for retirement. This is where your consultation with the advisor team at Eves and Haines Wealth Management will begin. At Eves & Haines Wealth Management, we believe everyone deserves access to investment strategies that work. Contact us today for a consultation with our adviser team.
Everyone can benefit from investment strategies tailored to them. Call 970-616-0727 today to discuss your financial goals.
What types of financial services do we provide?
Our team has the knowledge and experience needed to provide full-service financial planning strategies. Rely on us for:
Retirement planning | Portfolio design | Income optimization | Tax strategies | Life insurance
Customized financial plans designed for you.
Tax Advantaged Strategies
Don't let your returns get depleted by unnecessary taxation.
Specialty Strategies
Use innovative investment solutions to boost your wealth.
Life Insurance
Leave your family and estate with money to move forward.
Retirement Planning
Create a customized strategy for a comfortable retirement.
Are You Making the Most of Your Money?
Hire a trusted financial advisor to review your investments
Why are we the right choice for you?
Eves & Haines Wealth Management is committed to providing quality financial services designed for real results. We offer exceptional value to our clients with:
No conflict of interest
we don't receive commissions on mutual funds. our fees are transparent.
In-depth knowledge
with over 16 years of combined experience, our team is comprised of registered investment advisors who know how to deliver results.
Honest communication
we value open communication with our clients. Schedule a free consultation to discuss your options and our best recommendation.
Trust an experienced fiduciary with your portfolio. You'll never feel like just another number at Eves & Haines Wealth Management.
WHAT WE DO
- We help grow your wealth by finding money you may be unknowingly and unnecessarily transferring out of your life, and redirect that money back into your circle of wealth
- Tax advantaged strategies
- Asset alternatives without market risk
- Fee-based investment management with optimal liquidity and market protection
HOW WE DO IT
- Focusing on money transfers is more effective than chasing higher returns at higher risks
- Greater control over your investments in the market is smart money management
WHY WE DO IT
We believe EVERYONE deserves access to the investment strategies we implement for ourselves
Glenda was Selected by BizWest in 2020 as a Women of Distinction honoree in the category of Banking and Finance
