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BlueHaven Wealth Management, Inc.

EST. AUM
$400,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Cleveland
CRD Number
Website bluehavenwealthmanagement.com
Client types

Overview

BlueHaven Wealth Management is an independent wealth advisory firm based in Hudson, Ohio, founded by seasoned financial professional Daniel Leugers. The firm specializes in providing customized financial strategies, including retirement planning, investment management, estate and tax planning, and risk management. Built on a client-first philosophy, BlueHaven is dedicated to fostering long-term relationships and delivering holistic financial guidance tailored to the unique needs of each client. The firm's fiduciary approach ensures that every decision is made in the best interest of those it serves.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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