Customized and Personal Conservative Investment

Haven Wealth Group was founded by industry veterans Richea Powell and Charles Calvin. United by their desire to offer personal attention in the often impersonal world of wealth management, Richea and Charlie established Haven Wealth Group in 2008. The unique backgrounds and diverse experience of Haven’s leadership team, along with the company’s Conservative Investment and Absolute Return strategies, are paramount to the success of the company and its clients.

Personal Attention

Our team is essentially your team. By working with Haven, you’ll receive personalized service from our group of experienced wealth management professionals. We will partner with you to design, implement and manage financial plans specifically tailored to your short-term and long-term goals. The Haven Team will work with you on an ongoing basis to evaluate and modify your wealth plan, when necessary, in response to changes in market conditions or your financial objectives.

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Conservative Investment Strategy

Haven Wealth Group employs a conservative investment strategy to achieve our clients’ financial goals. We strongly believe that excellent long-term investment returns are not only achieved by being fully invested during times of market strength, but also by increasing levels of cash or bond exposure to minimize portfolio losses during periods of market weakness. Our team is dedicated to protecting our clients’ portfolios by diversifying assets across multiple asset classes and by promptly reallocating portfolios when market conditions change.

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Absolute Return Investment Advisors

Haven employs a Conservative, Absolute Return Investment philosophy, which focuses on maximizing returns in strong bull markets and minimizing losses in weak bear markets through active asset reallocation. In essence, no matter how volatile markets become, today’s actual conditions determine how assets should be allocated among asset classes to achieve above-average long-term results. With this strategy, flexibility is fundamental: we promptly move investments from one asset class to another as current market conditions dictate.

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* The investment experience of actual clients shown on the Haven Wealth Group (HWG) website is similar to the experience of all HWG clients. It is not known whether the clients in the photographs approve or disapprove of HWG or advisory services provided by HWG. The criteria used to select client photographs on the HWG website include, but are not limited to, the longevity of the relationship with principals of Haven Wealth Group. HWG did not use performance-based criteria in selecting the photographs on its website.