Haven Wealth Management is a U.S. Registered Investment Adviser (RIA) firm based in Roseville, California. The company specializes in offering personalized financial planning, portfolio management, and wealth advisory services tailored to high-net-worth individuals, families, and trusts. Their stated mission is to act as a financial advocate for their clients, providing objective advice and customized strategies to help them navigate complex financial landscapes and achieve their long-term goals.

Founded in

Canada