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Haley Hazem

Private Wealth Adviser

Haley Hazem is a Private Wealth Adviser with Skybound Wealth USA, working with individuals and families who want a clearer, more structured approach to long-term financial planning.

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Trusted by + clients.

About Haley

Haley Hazem is a Private Wealth Adviser with Skybound Wealth USA, working with individuals and families who want a clearer, more structured approach to long-term financial planning.

As a fiduciary adviser, Haley is committed to acting in her clients’ best interests at every stage of the relationship. Her work focuses on helping clients organise their finances with confidence, whether they are planning for retirement, building long-term wealth, managing investments, or preparing for major life decisions.

Planning Built Around Real Life
Clients typically come to Haley when they want guidance that feels personal, understandable, and aligned with the life they are trying to build, not just a set of financial products or investment recommendations.

Her approach is relationship-driven and planning-led. She takes time to understand each client’s wider financial picture before building strategies designed around their goals, priorities, and long-term aspirations.

Supporting Professionals in Education
Haley has developed particular experience working with professionals in the education sector, including teachers, administrators, and academic leaders.

Many education professionals face unique financial considerations throughout their careers, from pension structures and retirement timing to balancing family priorities, long-term savings goals, and changing income needs over time.

Her role is to simplify those decisions, helping clients feel more organised, informed, and confident about their financial future.

Book A Consultation With Haley Hazem Today

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Qualifications & Awards

Regions

  • USA

Years at Skybound

Haley has worked at Skybound Wealth since 2026.

Areas of Expertise

How Haley Can Help

  • Building retirement plans designed around long-term lifestyle goals
  • Structuring investment portfolios aligned with risk tolerance and future priorities
  • Creating tax-aware financial strategies that help clients keep more of what they earn
  • Organising savings, investments, and existing accounts into a clearer long-term plan
  • Supporting families with education planning and future financial responsibilities
  • Helping clients make confident financial decisions during career and life transitions

Approach

Haley believes financial planning works best when clients fully understand the decisions they are making and feel comfortable asking questions throughout the process.

Her focus is on building long-term relationships grounded in trust, transparency, and consistent guidance as clients’ circumstances evolve over time.

Book A Consultation With Haley Hazem Today

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My Support Team

Jabir Sardharwalla

Chief Investment Strategist

Carla Smart

Pension Specialist

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