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Patient. Disciplined. Enduring. Investments Patient. Disciplined. Enduring

OUR PHILOSOPHY

PATIENT

You need to be prepared as your life changes in many different ways. Markets can be complex and volatile. Building your wealth requires patience and foresight. With our investment strategies, we’ll help you build long-term growth through wise investment planning. 

DISCIPLINED

Sound wealth strategies take a solid knowledge of how market cycles work. You can have confidence knowing we take a balanced, diversified approach to matching your goals with an investment strategy that works.

ENDURING

When you invest in a wealth advisor, you are not only investing your assets, but you are investing in a relationship with someone you trust. An advisor who anticipates your needs and will be your co-pilot through life’s many changes.  

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We help you get to "Your Beach" wherever that may be

Working with you to reach your financial goals

MARK A. HAENNY

SENIOR WEALTH ADVISOR

Haenny Asset Management always works in your best interest. 

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