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.

Live the life you’ve earned.

You are much more than your money, so you need much more than financial advice. With deep, credentialed expertise and an unwavering commitment to your family’s well-being, Harris Private Wealth financial advisors ensure you will always have the ability to live the life you want to live.

Our Services

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 Family Office

How Can We Help?

Let us know how we can help you live your best life, your way. Better still, call us at (408) 547-3390. Either way you choose, we'd really love to hear from you.

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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.