Holistic financial strategies tailored to your goals.

Haug Wealth Management is a team serving a select group of individuals, families, and businesses. Our focus is to help our clients build and manage their wealth – leveraging our experience and an array of resources to help address clients’ goals and aspirations, and empowering our clients to make good decisions. Our commitment is defined by maintaining the principles of:

Consultative Approach
Confidence in the dedicated team helping you advance toward your financial goals.

Integrated Strategies
Clear understanding and examination of your financial life and expert guidance helping you with moving forward.

Client-Centered Service
Comfort that your complex and evolving needs are professionally attended to with a personal touch.