About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

 

Our Services

 

Investment Management

When it comes to Investment Management, there are many ways to achieve your investment objectives. There is no one way to get there. We believe investment success comes from implementing solid fundamental investment principals in a disciplined fashion.
 

Comprehensive Financial Planning

As a Certified Financial Planner™, CFP®, we follow the ethics and code of conduct of the Certified Financial Planning program by walking our clients through the CFP Board’s standards of conduct and planning.
 

Estate Planning

At Haddon Wealth Management, we are always thinking of your and your family’s future. We have personally experienced the pain and sudden loss of loved ones. We know that the best estate plan is one that is clear, all encompassing, and works in today’s ever changing tax laws.
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Your Advisor

We manage assets for individuals and families, providing investment management, and financial planning services.

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Blogs

Financial Impersonation Scams: What to Watch For

Gregory Hart |
Categories
Privacy
Risk Management
Finance
Savings
Family
Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer. The more dangerous version sounds like rescue. A calm, professional voice tells you your bank account has been compromised, and they’re calling to help you fix it before it’s too late. That’s what makes it work. Impersonation scams, where criminals pose as banks, financial institutions and other trusted businesses, have become one of the more common ways...

Six Estate Planning Assumptions Worth a Second Look

Gregory Hart |
Categories
Estate Planning
Family
Insurance
Retirement
Tax Planning
It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file. The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful of reasonable-sounding assumptions can start to stand in for an up-to-date plan. Here are six of those assumptions, along with what tends to...
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Should we be worried about inflation?

Gregory Hart |
Categories
Investments
“$6 for this?” You’ve probably had a moment like that lately. Maybe it was at the grocery store. Maybe it was when you filled up your car. You see the price, do a double take, and wonder if you remembered it wrong. Did this really cost that much last time?