Haire Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided some of the most personal service available, thus earning a reputation for excellence. For each of our clients we strive to help create financial stability and security to provide financial independence.
“We match the client to the investment; not the investment to the client.”
Haire Wealth Management is an independent firm. That means we offer objective investment advice based on solid research, not commission. Unlike firms with product inventories, we’re free to pick the most suitable products from a variety of sources so that your plan is tailored specifically to you.
But we’re not flying solo. The consultants of Haire Wealth Management are proudly affiliated with LPL Financial, the largest independent brokerage firm* in the nation with more than 11,000 investment professionals in 50 states. Through LPL Financial, Haire Wealth Management offers:
Access to objective data: We can obtain independent research on individual stocks, bonds, mutual funds, annuities and investment managers across every asset class.
Account Protection: The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250, 000 may be claims for cash. An explanatory brochure is available at www.sipc.org.
Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.
* As reported by Financial Planning magazine, June 1996-2020, based on total revenue.