HALEY & SUMMERS WEALTH MANAGEMENT, INC.

Overview

Haley & Summers Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients with a small, concentrated book of business. The firm focuses on fee-based financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting. Its revenue model combines a percentage-of-assets-under-management fee with hourly charges for planning or advisory work. Investment activity centers on public equities, with a clear tilt toward exchange-traded instruments. Haley & Summers does not identify as an active ESG investor and is not positioned as a capital allocator to external fund platforms; instead, it appears to manage client portfolios directly while selectively using outside managers for certain alternative exposures. The adviser is organized as a corporation with individual ownership and operates as a single-state registered adviser rather than a multi-state firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices