Our Services

As an Independent Investment Advisory firm and Independent Agent, SFWM offers our clients a wide variety of investment and insurance solutions. 

Santa Fe Wealth's founder and principal, Donald Haskell, has provided investment and financial services to his business and individual clients in San Diego for over 30 years now.  Mr. Haskell formed Santa Fe' Wealth Management, Inc as a “Registered Investment Advisory firm” in 2008 to broaden his Wealth Management, Investment and Insurance services.

I often get the question - So what is Wealth Management? – I view it as the process of defining and implementing those strategies that will help you Sleep at Night”, knowing you have put in place plans to:

  • Protect and provide for your family and/or business
  • Establish various investment plans and strategies to grow your wealth and have it provide the income you desire during retirement
  • Plan for the transfer of your wealth to those individuals and/or entities you wish to benefit.  All while keeping an eye toward tax efficiency.

Sounds simple enough, Right?  Well as the saying goes – “The devil's in the details”

My approach when working with a new client is always the same. 

We start with a clean piece of paper.   “You Talk – We Listen – Together We Plan”   

I understand that if we stay focused on assisting you to achieve “your goals and aspirations” rather than pushing some pre-canned solution, together we can build the right plan for you and your family and stand a good chance of keeping you as a client for many years.

Products – in this day and age – most products are simply commodities and all RIA's or brokers have access to virtually the same products, if we want them.  So, why choose us over another firm?  We believe some of the key benefits are the quality and breadth of our service and personal attention. 

Additionally, we have the experience to understand the needs and challenges of successful business owners and individuals because we have lived them first hand.

For our business clients – we can assist them in developing the Right Pension Plan and other employee benefits plans. Assist in planning for “business continuation”. This means something different to every business owner, but is one of the Most Important tasks a business owner can undertake.

Additionally, provide educational support for your employee benefit plans so your employees understand them and better appreciate the value of the plans you are providing for them.

If any of these issues are keeping you awake at night – give us a call or an email.

“You Talk – We Listen – Together We Plan”  

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • Charitable Giving