Firm registration
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 is required to act in its clients' best interests.
About this website
The information on this website is provided for general informational and educational purposes only. It 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. Investment advice is provided only to clients pursuant to a signed advisory agreement. Nothing on this website is an offer to provide advisory services in any jurisdiction in which the firm is not registered or exempt from registration.
Fees
Haland Wealth Management is fee-only. We are compensated solely by the flat fees our clients agree to in advance — we earn nothing from commissions, product sales, or referral arrangements. Any figures produced by our fee estimator are ranges based on our published Form ADV fee schedule; your final fee is agreed in writing before any engagement begins. Where we engage a third-party investment manager to help implement a client's portfolio, that manager charges its own fee, which the client pays in addition to our fee; we receive no part of it.
Investing involves risk
All investing involves risk, including the possible loss of principal. Past performance is not a guarantee of, and is not indicative of, future results. No investment strategy can guarantee a profit or protect against loss.
Custody
Client assets are held by an independent qualified custodian, Charles Schwab & Co., Inc. Haland Wealth Management does not maintain physical custody of client funds or securities.
Additional information
Additional information about the firm, including our Form ADV Part 2A brochure, is available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov using the firm's CRD number, 336453. Our Form ADV Part 2A, and Privacy Policy are available on request.
No testimonials
This website does not contain testimonials, endorsements, or client statements, and no portion of it should be interpreted as such.
Third-party links
This website may contain links to third-party websites. We are not responsible for the content, accuracy, or privacy practices of any third-party site.
CFP Board marks
Sobhi Baghdadi is a CFP® professional. The CFP Board certification marks are held by the individual certificant, not by 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.
Biometric Information — Notice and Retention Policy (Illinois)
Seventwotwentythree LLC – Haland Wealth Management LLC, DBA Haland Wealth Management, uses an artificial-intelligence meeting-notes tool to generate notes, transcripts, and summaries of client and prospective-client meetings. Based on the vendor's published documentation, the features the firm uses are transcript-based and do not create a "voiceprint," and the firm does not enable any voiceprint or facial-geometry feature. To the extent the tool nonetheless creates a voiceprint or other biometric identifier as defined by the Illinois Biometric Information Privacy Act (740 ILCS 14), the firm collects it solely to generate meeting notes, obtains each participant's written consent before the meeting, and does not sell, lease, trade, or profit from it. The firm retains any such biometric identifier only for as long as needed for that purpose and permanently destroys it when the purpose is satisfied or within three years of the individual's last interaction with the firm, whichever occurs first. The firm's full Biometric Information Privacy Policy is available on request from the Chief Compliance Officer at info@halandwealth.com.
"Paths to happiness"
"Paths to happiness" is not intended to give assurance as to achieving happiness.
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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