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95 Post Office Park, Suite 9503, Wilbraham, MA 01095

(413) 596-8803
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About Us

Our Wealth Managment Philosophy

Our first priority is helping you take care of yourself and your family. We breakdown wealth management into three categories: Investment consulting, advanced planning and relationship management. 

  1. Investment consulting addresses the top concern of our clients: preserving their wealth. It is the primary offering of most financial advisors.
  2. Advanced planning addresses the four primary financial concerns beyond investment consulting: wealth enhancement, wealth transfer, wealth protection and charitable giving.
  3. Relationship management has two parts. First, it means building and fostering client relationships over time through a consultative process. Second, it involves managing other professional advisors—both the ones in our network and our clients’ other advisors—in order to address advanced planning concerns.

Wealth management enables us to become your personal chief financial officer. In this capacity, we will help you make informed decisions to maximize the probability of achieving all that is important to you. We know of no value promise that is more compelling.

At Havican Wealth Strategies our priority is to deliver financial peace of mind by helping you make smart decisions about money.  We limit our practice to those situations where we believe we can add tremendous value.  Our client process begins by discovering what is most important to you and creating strategies that reflect your values while striving to enhance and protect your wealth.

We utilize a disciplined, academic, Nobel Prize winning investment strategy guided by a detailed Investment Policy Statement. This helps us stay on course with the financial plan which we create together.
Our consultative Wealth Management Process addresses your advanced planning needs. We oversee the entire process to ensure our clients assets are:  enhanced with proper tax strategies, protected by risk management strategies, preserved through legacy planning and provide greater impact through charitable gifting strategies.

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