Weston Haaf
Helping the quietly wealthy navigate retirement, tax strategy & long-term planning with clarity | Owner & Fee-Only Advisor, Vantage Wealth Management
- Role
- Owner Wealth Manager at Vantage Wealth Management, Llc
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Weston Haaf
Financial advisor in Dallas-Fort Worth helping high-net-worth families navigate the…
Experience
Owner Wealth Manager
Vantage Wealth Management, Llc
Mar 2023 — Present · Dallas-Fort Worth, TX, US
Fiduciary financial advisor serving the quietly successful—couples and families who value discipline, security, and purpose over flash- I take the time to understand each client’s story, values, and priorities so every financial decision supports both their wealth and their life goals- CERTIFIED FINANCIAL PLANNER™ professional guiding high-net-worth clients through retirement, tax strategy, and major financial transitions with clarity and care.
Education
Trinity University
B.S., Business Administration (Marketing, Finance)
2008 — 2012
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