Harris private wealth

Whether you’re just starting out or embarking on your life 2.0, Harris Private Wealth financial advisors manage your financial life, so you can live your actual life.

Highlighting Our Clients

Stacey Bertolet
Client since 1985

“My husband and I were able to retire on schedule and are doing the things we love to do. A big reason for that is I’ve been planning that future with Steve since 1986.”

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“Congratulations on 40 years!  John and I are grateful to be working with you and your team all these years.  It’s been a great journey together and we have built a trusted relationship.  In addition, I am grateful for all the guidance and support you have extended to us and to our various family members along the way.”

John and Maggie – Clients since 2001

Congratulations on 40 years!! Quite the milestone.

We’re happy to be part of the Harris family of clients and to hear you have no imminent plans to retire 🙂 Looking forward to our continued relationship.

Cheers,
Judy and Bob – Client since 2022

A Powerful Network

We’ll handpick and manage your professional team.

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A Roadmap for Life

Planning and management for your rosy future.

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Family is Our Business

Your family is everything.
We understand.

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Your life is complicated enough.
We’ll simplify everything.

Harris Private Wealth curates your custom financial-management team from our powerful and diverse network of vetted professionals. We won’t stop there: we continually orchestrate the people and processes that underpin the ongoing attainment of your goals.

Your Personal Concierge
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Thank you for reaching out! We look forward to speaking with you and will be in touch asap. If you have an immediate need, please give us a call (408) 547-3390.