Eugene W Harris

At Harris & Company Wealth Management, we understand that building a secure financial future requires a personalized approach. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through a wide range of services designed to meet their unique needs.

Our Philosophy

Our philosophy is based on establishing long-lasting relationships built on trust, personal attention, and quality service. We believe that every individual's financial journey is unique and requires a tailored approach. Our professionals take the time to understand our clients' goals, risk tolerance, and values to create personalized financial plans that help them achieve their objectives.

Our Services

We offer a variety of services to help our clients achieve their financial goals, including:

Financial Planning

Our financial planners work closely with clients to understand their financial aspirations, assess their financial situation, and create a customized plan to help them achieve their goals.

Investment Management

Our investment professionals offer a range of managed portfolios tailored to our clients' financial goals and risk tolerance.

Tax Preparation

Our tax experts thoroughly examine every detail and potential deduction to ensure our clients' business and personal returns are accurate and optimized for maximum savings.

Estate Planning

We work with prominent law firms to create a comprehensive estate plan that protects our clients' assets and ensures a smooth transition for their loved ones.

Education Planning

We offer expert advice and a range of educational investment options to help our clients plan for their children's education and achieve their long-term financial goals.

Retirement Planning

Our team works with business owners, municipal leaders, and corporations to create comprehensive, employer-sponsored retirement programs with a variety of options to meet different needs.

Your Trusted Partner

At Harris & Company Wealth Management, we are committed to providing our clients with personalized service, expert guidance, and a comprehensive range of financial solutions to help them achieve their goals and secure their financial future.