• Eves & Haines Wealth Management

    • Financial Planning & Investments
    4627 W. 20th Street Road, Suite B
    Greeley, CO 80634
    (970) 616-0727
    (970) 616-0727 (fax)

    About Us

    Eves & Haines Wealth Management, Inc. is a Registered Investment Advisor (RIA) firm in the State of Colorado. Being a RIA allows us to work directly for you, rather than for a large Broker/Dealer or read more
    • About

      Eves & Haines Wealth Management, Inc. is a Registered Investment Advisor (RIA) firm in the State of Colorado. Being a RIA allows us to work directly for you, rather than for a large Broker/Dealer or Insurance Company. This allows us to keep your priorities in the forefront, rather than the priorities of another company's bottom line. We are a fee-only advisor for investment management. This gives you complete transparency in knowing what you are paying for your financial advice and investment management.

      We have a unique approach to our role as your financial advisor. Here are some of our specialties:
      • Eliminating Wealth Transfers – finding money you may be unknowingly and unnecessarily losing and then redirecting it to your retirement savings
      • Making your money work harder by educating clients on financial strategies used by the wealthy
      • Creating Private Reserves to manage the financial needs of your life, such as major capital purchases, college, or weddings
      • Focusing on tax-advantaged strategies and reducing future tax risks
      • Providing low cost investment management in various asset types
      • Providing high yielding strategies for accredited investors

    • Highlights

      • Eliminating Wealth Transfers – finding money you may be unknowingly and unnecessarily losing and then redirecting it
      • Making your money work harder by educating clients on financial strategies used by the wealthy
      • Creating Private Reserves to manage the financial needs of your life, such as major capital purchases, college, or we
      • Focusing on tax-advantaged strategies and reducing future tax risks
      • Providing low cost investment management in various asset types
    • Media


    • President's Circle