About HARRIS WEALTH MANAGEMENT
Harris Wealth Management provides professional financial guidance and expertise to clients seeking wealth management services. With a team of experienced and knowledgeable advisors, they strive to help individuals and families achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Assessing the client’s financial situation and goals
- Developing a personalized financial plan
- Implementing investment strategies and managing assets
- Providing ongoing monitoring and adjustments as needed
- Offering education and guidance on financial matters
Facts and Insights:
Harris Wealth Management has a proven track record of helping clients achieve their financial goals. They have a long-standing history of success that is supported by publicly available data on their assets under management, number of advisors, and time in business.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $5.2 | 25 |
| 2019 | $4.8 | 21 |
| 2018 | $4.5 | 18 |
Harris Wealth Management has been in business for over 20 years, providing financial services and advice to clients. With a team of experienced advisors, they have the expertise and knowledge to navigate the ever-changing financial landscape and help clients reach their financial goals.
Financial Services Offered:
Harris Wealth Management offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they offer include:
- Retirement planning
- Investment management
- Tax planning and management
- Estate planning
- Insurance planning
Client Types:
Harris Wealth Management serves a variety of clients, including individuals, families, and small business owners. They have the expertise to work with clients at different stages of their financial journey, from those just starting to plan for retirement to those preparing to leave a legacy for future generations.
Fees & Compensation:
Harris Wealth Management is a fee-based firm, meaning their fees are based on a percentage of the client’s assets under management or a flat fee for financial planning services. This model aligns the advisor’s interests with those of the client, as their compensation is directly tied to the performance of the client’s investments.
Background:
The advisors at Harris Wealth Management have a wealth of experience in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse background allows them to offer comprehensive financial advice and services to their clients.
Financial Advisor Disclosures to Know:
Before working with a financial advisor, it is essential to understand any potential conflicts of interest they may have. Harris Wealth Management operates with integrity and transparency, and they disclose any potential conflicts of interest to their clients. This includes any affiliations with investment companies or financial products that may be recommended to clients.