Haywood Wealth Management

Overview

Haywood Wealth Management LLC is an independent, individually owned advisory firm that serves individuals and families. The firm provides financial planning and portfolio management services, with a stated focus on individuals and small-business owners. Compensation is a mix of AUM-based fees and fixed fees. Haywood is state-registered in California, Louisiana, and Texas and lists an affiliation with an insurance company. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices