Haywood Wealth Management

Haywood Wealth Management is a registered investment advisor based in Houston, Texas, offering ongoing portfolio management and financial planning services. The firm builds customized investment portfolios primarily using exchange-traded funds, mutual funds, and fixed income securities, tailored to each client's specific goals, risk tolerance, and time horizon. Haywood Wealth Management operates on a discretionary basis, meaning the team makes trades on behalf of clients without needing prior approval for each individual transaction. In addition to investment management, the firm covers financial planning topics such as retirement planning, tax concerns, insurance needs, college savings, and debt management. The team also manages held-away retirement accounts through third-party platforms. Haywood Wealth Management generally requires a minimum account size of $1,000,000 for portfolio management services, though this minimum is negotiable.