Holistic Wealth Management

Live the Life You’ve Earned

Whether you are just starting out or embarking on your life 2.0, Harris Private Wealth combines investment advice, risk management and financial planning to ensure you and your family live the life you want to live.

For each stage of your life, from your first job to your retirement to your legacy, we provide holistic wealth management and forward-thinking advanced planning. Whether you’ve built your wealth through stocks, savings, selling a business or receiving an inheritance, we work across generations to plan for the financial well-being of your family — now and for the future.

As a small, independent firm with the strength of a Fortune 500 back office, we provide an unparalleled level of expertise, service, and care in creating and managing a roadmap for your financial life. Your personal financial plan will encompass many considerations and have multiple facets, including:

  • Wealth Enhancement: tax mitigation and cash-flow planning
  • Wealth Transfer: transferring wealth effectively between family generations or to others
  • Wealth Protection: risk mitigation through legal structures and insurance
  • Charitable Giving: maximizing impact to charities and tax benefits


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


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.


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.