Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
At Harris & Company Wealth Management & Company Wealth Management, we believe that achieving long-term financial security requires personalized strategies built on trust and expertise. With over 35 years of experience, our team prioritizes understanding each client's unique goals, risk tolerance, and life circumstances to develop tailored investment plans. We emphasize transparent communication, maintaining long-term relationships through consistent attention to evolving needs. Our services span financial planning, tax optimization, estate strategies, retirement solutions, and education funding, all designed to help clients navigate complex financial decisions. We collaborate closely with legal and tax professionals to ensure comprehensive guidance while adhering to strict compliance standards.Our advisors regularly review client portfolios, adjusting strategies as market conditions and personal situations change. We differentiate ourselves through a commitment to education, empowering clients to make informed decisions about their financial future. Our affiliation with Osaic Wealth, Inc., a FINRA/SIPC member firm, ensures access to robust resources while maintaining independence in service delivery. We serve both individual and institutional clients, focusing on municipal retirement plans and deferred compensation solutions for public sector employees. Our approach combines technical expertise with personalized care, aiming to build generational wealth while minimizing tax liabilities and preserving assets for loved ones.
Services
Financial Planning
Investment Management
Tax Preparation
Estate Planning
Retirement Planning
Education Funding
Municipal Deferred Compensation
Life Insurance
Long-Term Care Funding
Highlights and features
- We offer 35+ years of experience in personalized financial planning.
- Our team provides transparent, client-centered investment advisory services.
- We maintain strict compliance through affiliation with FINRA/SIPC member firms.
- Our strategies focus on tax optimization and generational wealth preservation.
- We specialize in municipal retirement plans and deferred compensation solutions.
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
We develop customized financial plans addressing income needs, risk tolerance, and retirement goals. Our advisors analyze market conditions and client circumstances to recommend investment strategies designed to maximize returns while minimizing tax liabilities. Regular portfolio reviews ensure alignment with evolving personal and financial objectives.
Investment Management
Our team implements diversified investment strategies tailored to individual risk profiles. We monitor market trends and adjust asset allocations to optimize growth potential while maintaining compliance with regulatory standards. Services include performance tracking, risk assessment, and strategic rebalancing to support long-term financial objectives.
Tax Preparation
We provide comprehensive tax planning and preparation services to minimize liabilities. Our professionals stay current with changing tax laws to identify deductions and credits while ensuring accurate filing. We assist with complex tax situations and offer strategies to improve after-tax income through legal optimization techniques.
Estate Planning
Our advisors collaborate with legal professionals to create estate plans that preserve assets for beneficiaries. Services include tax reduction strategies, document preparation (wills, trusts), and succession planning. We help clients navigate probate processes and implement measures to minimize estate taxes and administrative costs.
Retirement Planning
We design retirement plans considering longevity, income requirements, and market volatility. Our strategies include 401(k) management, IRA optimization, and deferred compensation solutions for municipal employees. We help clients determine sustainable withdrawal rates and implement tax-efficient distribution strategies to maintain financial security throughout retirement.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, tax optimization, estate planning, education funding, and investment management tailored to individual client needs.
Are you qualified to provide investment advice?
Our advisors operate through Osaic Wealth, Inc., a FINRA/SIPC-registered firm. We maintain strict compliance standards and undergo regular audits to ensure regulatory adherence.
Do you work with municipal employees?
Yes, we specialize in deferred compensation plans for public sector workers, helping government employees maximize retirement savings through tax-advantaged investment options.
How do you handle estate planning?
We collaborate with legal professionals to create customized estate plans, focusing on tax reduction strategies, document preparation, and asset preservation for beneficiaries.
What sets your services apart?
We combine personalized service with institutional resources, offering tailored strategies developed through 35+ years of experience while maintaining transparent, long-term client relationships.
