Haywood Wealth Management

Overview

Haywood Wealth Management is a small, independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients, delivering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing for services. Haywood does not present itself as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. The firm also has an industry connection to an insurance company.

Assets & Accounts

Investments & Alternatives