A Deep Bond Dedicated to Your Success
Success starts and ends with our relationship. We’ll start by sitting down for the first of many discussions, so we always have a pulse on your dreams and objectives—no matter how many times they may change. We’ll work together to make smart decisions, avoid unnecessary mistakes and continue to build your wealth.
Like you, we’re in this for the long haul. Your goals are our goals, and every member of our firm will be well-versed in your story. A knowledgeable team member is always available to tend to your needs.
Every life decision you make has potential financial impact. Whenever necessary, we’ll bring in other trusted advisors and oversee those relationships in tandem with managing your finances. We use a family-office approach to ensure everyone is working collaboratively to achieve your goals in every aspect of your life.
Your Financial Life, Secured
At Harris Private Wealth, we don’t make promises we can’t keep, and we pride ourselves in always maintaining the highest fiduciary ethics and complete transparency. In a nutshell, we provide comprehensive services for securing your entire financial life. We will assist you with whatever your specific circumstances and goals bring forth, including the following areas:
Financial Planning
- Education funding & financial aid
- Retirement analysis & funding
- Social security filing options
- Estate planning
- Charitable giving
- Insurance analysis
- Stock options & restricted stock
- Nonqualified deferred compensation
Investment Management
- Risk & risk tolerance analysis
- Asset allocation
- Securities selection
- Portfolio rebalancing
- Performance reporting
- Diversification
- Tax management
Insurance Planning
- Business & personal life insurance
- Disability Income Insurance
- Long term care insurance
- Fixed & variable annuities