In 2025 Harris Private Wealth will celebrate 40 years in business. We are extremely grateful to clients like you who have helped us grow. Through these formative years many of our clients have come to us as personal referrals from trusted friends, clients, family, and colleagues, and we aim to continue this tradition by offering a complementary consultation exclusively by invitation or referral. If you have landed here, you have been invited.
[A way point is a place on a line of travel, a destination, or point at which a course is changed. Whether driving, sailing, or flying way points can help us find our way.]
Transitions can be a stopping point or way point where one can assess and adjust course. In financial planning, waypoints can serve as key moments in life. We use these milestones to guide clients toward their desired future, offering clear options and thoughtful advice.
The HPW Waypoint Financial Review will provide an in-depth analysis of an individual’s financial landscape, designed to align with their future goals. This can be ideal for those seeking clarity in their financial planning, whether they lack a plan or are unsure if their current path will meet their future needs. From starting out to transitioning to the next chapter of life, we help individuals navigate the complexities of financial decisions.
We deeply appreciate the trust our clients place in us and are committed to ensuring their financial well-being. The HPW Waypoint Review allows you, your friends, and loved ones to benefit from the same expertise. We’re happy to help our client’s and colleagues, friends and family with this financial review with no obligation or cost.
We work daily to keep our clients’ financial journey on track, and you can have this financial confidence for yourself and your family as well. Feel free to share this with others you care about.
To learn more, please schedule a 30 minute call with Steve or Evan Harris.
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.