Haddon Wealth Management, LLC

Haddon Wealth Management, LLC A fee-only, Registered Investment Advisory (RIA) firm providing a full range of wealth mgmt services

A Registered Investment Advisory firm providing a full range of wealth management services including investment management, financial and estate planning

06/02/2026

A forgotten form can override your will.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Perhaps ...
05/20/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Perhaps this is a good gauge of the quality of your advisor, is he or she managing your investments with your tax return in mind? Are they doing all they can, year in and year out, to minimize taxes for you?

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

With all the recent market ups and downs, it's understandable to feel uncertain about where to invest, especially in ret...
05/13/2026

With all the recent market ups and downs, it's understandable to feel uncertain about where to invest, especially in retirement. One approach that’s helped some retirees stay confident through volatility is the bucket investing strategy. Swipe through to learn more.

Have questions about this approach or your retirement strategy? Reach out. We’re here to help you build confidence in any market.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Sw...
05/07/2026

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Swipe through to learn more.

It’s not just about how much you invest today but how consistently you do it over time. Let’s build your plan — contact us to get started!

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors larg...
05/05/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

05/05/2026

New research challenges old ideas of retirement.

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is...
04/30/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

04/28/2026

What is the point of retirement?

Address

2 Kings Highway West, Suite 201
Haddonfield, NJ
08033

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18568881744

Website

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