Jim Wraith

“Steve and his crew have done a better job for me than I would have done for myself. It’s nice to be in a financial circumstance where I’m not worried about the next chapter.”

Jim Wraith
Client since 2021

A fifth-generation San Franciscan, Jim Wraith thinks of himself as a “local boy.” He practices insurance law, and as he prepares to retire, he is figuring out what’s next. What he knows for sure is he is financially ready for the next steps. Jim never had any interest in managing his own money, and he never thought he’d have the level of financial freedom he has. But with the guidance and support of Harris Private Wealth, he’s been able to set up not just himself, but his adult children, for financial success, whatever comes next.

Jim Wraith is pictured here with wife Shivaun. Jim is a current client and was not compensated for his testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.