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. We build and manage investment portfolios using sophisticated modeling and implement strategies that are meant to provide steady returns and avoid severe volatility.
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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.
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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. But most importantly, your affairs need to be in order BEFORE anything happens.