Eves&Haines Wealth Management

Overview

Eves&Haines Wealth Management is an independent, Colorado-registered advisory firm organized as a corporation and owned by an individual. The practice focuses on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. Compensation is primarily fee-based (percentage of assets under management) with provisions for hourly and fixed-fee engagements. The firm also operates as an insurance broker, which aligns with its use of insurance products in client solutions. The firm does not profile itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices