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Wealth Management Services

Wealth Management Services

It's been said that life is like a book, and that beginning a new phase is like moving on to a new chapter. For some it means beginning to enjoy the retirement lifestyle you've dreamed of and planned for. For others, it may mean facing life without a partner you'd expected to be with. Turning to a new chapter often means taking stock of what's important to you, and envisioning what you want life to be like right now, as well as in the future.

Harris Private Wealth was founded by Steve Harris, a financial advisor with over 35 years of experience in the financial services industry. Combining the disciplines of investment consulting, advanced planning and relationship management, we serve successful and affluent individuals, couples and families who are either looking forward to or moving on to the next chapter. Our clients want to be sure they're doing as well for themselves as they can, without having to worry. We help maintain a balance between sustaining your lifestyle and leaving a legacy. Most important, we work to help you avoid financial mistakes that can cost your peace of mind.

Briefly, the elements of our wealth management services are:

Investment Consulting

Review of investments to maximize the probability that clients will accomplish all that is important to them. Specifically this involves:

  • Risk evaluation
  • Asset allocation
  • Portfolio performance analysis
  • Assessment of the impact of costs
  • Impact of taxes on portfolio

*Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Advanced Planning

Plans are essential to determine the appropriate actions to take concerning investments and other assets. Advanced Planning comprises:

  • 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 the impact to charities as well as tax benefits

Relationship Management

We manage not only the ongoing planning and progress assessment process with clients but also with a network of professional advisors to bring additional expertise and ideas to clients.