Haven Wealth Group

Our Story

At Haven Wealth Group, we believe that personal attention is key to achieving success in the often impersonal world of wealth management. Our team is dedicated to providing personalized service, clear communication, and a commitment to delivering outstanding results for our clients.

Our Core Capabilities

As a boutique Registered Investment Advisor (RIA), we specialize in wealth management, investment management, and comprehensive financial planning. We invest in all asset classes, including equities, fixed-income, and real estate, to help our clients achieve their financial goals.

How We Work

Our approach begins with listening to our clients to understand what is important to them in terms of their personal and financial goals. We then design a structured portfolio that meets their cash flow needs and provides potential for future financial growth. Our team strives to align our clients' current lifestyle requirements with their focus on future goals and life's milestones.

Our Process

1. Evaluate Lifestyle Needs: We assess our clients' current financial situation and identify their short-term and long-term goals.

2. Review Market Trends and Options: We review the current market environment and historical market trends to determine the best investment strategies.

3. Develop Personalized Strategy: We create a tailored investment plan that aligns our clients' goals and risk tolerance with the current market environment.

4. Enact Investment Plan: We carry out the investment plan through asset allocation and asset selection.

5. Assess Portfolio Results: We regularly review and assess our clients' portfolios to ensure they are on track to meet their financial goals.

Our Team

At Haven Wealth Group, we are committed to providing exceptional service to our clients. Our team comprises experienced professionals with expertise in wealth management, investment management, and financial planning. Our team includes:

• Richea Powell, CFA - President & CEO, Partner & Managing Director
• Charlie Calvin - Executive Vice President, Partner & Managing Director
• Crissy Hebert, MSF - Analyst, Trader & Accounting Manager
• Rosalie Groendes - Director of Client Relations & Marketing
• Dick Wiesner - Marketing Director - Houston
• Marc Goldstein - Marketing Director - Atlanta

Why Choose Us

We stand out from the crowd due to our transparent and independent operations, expert research, and commitment to delivering outstanding results for our clients. Our team is dedicated to providing personalized service and exceptional value to our clients.