Emerald Haven Investments Corp

Emerald Haven Investments provides comprehensive financial and retirement planning and discretionary wealth management for individuals (primarily high‑net‑worth), employee benefit plans, trusts, estates, charitable organizations, and small businesses. Services include written financial plans, ongoing portfolio supervision, and advice on held‑away accounts such as employer retirement plans and 529 plans.

The firm emphasizes asset allocation, fundamental analysis, and mutual fund/ETF selection when constructing portfolios, using individual equities, no‑load or load‑waived mutual funds, and ETFs to match clients’ risk tolerances and time horizons. It gathers information through in‑depth interviews and delivers written plans, manages accounts on a discretionary basis, and typically uses Charles Schwab for custody and execution.

Notably, the firm reports a small, concentrated client base and roughly $1.05 million in assets under management while serving institutional clients — including employee benefit plans — a practice that is uncommon among independent advisers of this scale. The brochure also discloses that the firm does not vote proxies for clients, does not participate in wrap fee programs, and places explicit emphasis on estate, business exit, and tax planning as part of its advisory services.