We are proud to work closely with our Alliance Partners. These partnerships elevate our capabilities and provide a broad range of tools, expertise, and technical resources.
Haynie & Company is a leading tax, audit, and business consulting firm. Haynie & Company specializes in serving Partnerships, LLCs, Corporations, S Corporations, and high net worth individuals. Their clients represent a broad range of industries including Real Estate, Manufacturing, Construction, Professional Services, and Technology.
As a strategic partner, Haynie & Company provides us with consulting services, income tax planning, and estate tax guidance as we develop financial plans. Despite growing to 14 locations across 6 states, Haynie & Company has maintained their small firm values of family and trust. These values align with our strategy and allow us to provide exceptional services to our clients.
Haynie Wealth Management has a comprehensive strategic partnership with Congress Wealth Advisor Solutions (CWAS). CWAS is a division of Congress Wealth Management LLC (Congress), a registered investment advisor. Founded in 2009, Congress provides comprehensive financial planning and investment management to high and ultra-high net worth individuals and families and it manages nearly $5.6 billion of their wealth.
CWAS partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing, and business practices to ensure best-in- class service to their clients. By partnering with CWAS, Haynie Wealth Management has additional resources and research that allows us to spend more time working directly with our clients.
Fidelity Investments is a leading custodian for independent investment advisors. Fidelity provides important third-party custodial services such as monthly activity and valuation statements, tax reporting, distributions and other servicing functions. While we typically obtain discretionary authority to manage the holdings, accounts are always held in the name of our clients.
Haynie Wealth Management is a Registered Investment Advisor and our alliance partners are independent from our registration.