A Family of Advisors for Families at Every Stage of Life
Guiding families through life's financial decisions with clarity, confidence, and purpose.
At Haefling Wealth Advisory Group, we help families navigate life's opportunities, challenges, and transitions through personalized wealth management and financial planning.
As a two-generation family advisory team, Kelly and Andrew Haefling bring complementary perspectives to wealth management, combining decades of experience with a forward-looking approach to serving families across generations. Supported by Beverly Dack, we deliver personalized advice and exceptional client care.
Planning for What Matters Most
We provide advice and planning solutions designed to help you navigate life's most important financial decisions, including:
- Building sustainable retirement income
- Implementing tax-efficient wealth strategies
- Protecting your wealth and legacy
- Transferring wealth across generations
- Preparing the next generation for financial success
- Facilitating meaningful family and estate conversations
Whether you're preparing for retirement, navigating a significant life transition, supporting aging parents, or planning for future generations, we're here to help. We take the time to understand your goals, values, and priorities, providing personalized advice that reflects your unique circumstances. By collaborating with your accountant, lawyer, and other professional advisors, we help ensure all aspects of your financial life work together effectively, bringing clarity and confidence to your financial future.
The Haefling Wealth Advisory Group uses their 75 years of combined financial services experience to take a family-first approach to Wealth Management across generations.