A free, no-obligation call to see if we're the right fit.
Reaching out doesn't commit you to anything.
Pick a time that works for you and we'll talk: a relaxed conversation about what's on your mind and whether I can help. No pressure, no sales pitch.
Email: info@halandwealth.com · Phone: (312) 292-9244
I'm based in Chicago and work virtually, by video and phone.
Haland Wealth Management is a DBA of Seventwotwentythree LLC - Haland Wealth Management LLC, an investment adviser registered in the State of Illinois. Registration does not imply a certain level of skill or training. As a registered investment adviser, the firm is a fiduciary and acts in its clients' best interests.
This website is for general informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, nor an offer, solicitation, or recommendation to buy or sell any security or to engage our advisory services. Advice is provided only to clients under a signed agreement. Investing involves risk, including the possible loss of principal; past performance does not guarantee future results. Nothing on this website is an offer to provide advisory services in any jurisdiction in which the firm is not registered or exempt.
"Paths to happiness" is not intended to give assurance as to achieving happiness.
Additional information about the firm is available at adviserinfo.sec.gov using CRD #336453. Our Form ADV Part 2A and Privacy Policy are available on request.
Sobhi Baghdadi is a CFP® professional; the CFP Board certification marks are held by the individual certificant, not the firm. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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