Haven Wealth Group is an independent Registered Investment Advisor (RIA) who partners with local CPA’s, trustees, attorneys, and 401(k)/pension administrators to provide a complete suite of financial options for each client. We provide referrals for consideration or work with the client’s established relationships.

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Tax

  • CPA Referrals
  • Assessment of Tax Needs

Trust and Estate Planning

  • Minimize burdens to heirs
  • Trust Administration

Philanthropic Planning

  • Endowments
  • Foundations
  • Planned Gifting