Haire Wealth Management, Inc.

Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory to individuals, corporations, trusts, and plan sponsors. The firm advises across a broad set of investments and specifically offers nondiscretionary and discretionary services for qualified and non‑qualified retirement plans (including 401(k), 403(b), pension, profit‑sharing, and cash‑balance plans), acting as a fiduciary under ERISA when applicable.

The firm generally begins client relationships with a written financial plan and then offers ongoing, discretionary portfolio management tailored to each client’s objectives and risk parameters. Portfolios are constructed using strategic and tactical asset allocation and an unconstrained sleeve over a three‑to‑five year horizon, with explicit use of hedging instruments such as options and warrants as part of the risk-management process.

Noteworthy distinctions include a defined pension-consulting and retirement-plan advisory practice—services the brochure emphasizes and that are less common among small independent advisers—and a standard onboarding practice that typically requires a planning engagement before management. The firm also operates with support staff and dually‑registered representatives and makes routine use of LPL‑sponsored custodial and managed‑account programs, a platform relationship that differentiates it from the more typical solo‑practitioner independence model.