Business Details
Your Trusted Partner for Financial Planning Solutions
At Harris & Company Wealth Management & Company Wealth Management, we have dedicated ourselves to helping individuals and businesses achieve their financial goals for over 35 years. Our approach centers on building long-lasting relationships through personalized attention, tailored strategies, and a commitment to understanding each clients unique circumstances. We specialize in crafting comprehensive financial plans that address wealth growth, tax efficiency, retirement readiness, and estate preservation. By combining industry expertise with a client-first philosophy, we empower clients to navigate complex financial decisions with confidence. Our team of seasoned professionals prioritizes transparency, continuous communication, and ongoing support to ensure clients remain aligned with their objectives.We collaborate closely with legal and tax experts to deliver integrated solutions that maximize after-tax income and minimize liabilities. Whether planning for retirement, managing investments, or establishing corporate retirement programs, our focus remains steadfast on delivering value-driven outcomes. With decades of experience and a reputation built on trust, we stand ready to guide clients through every stage of their financial journey.
Services
Financial Planning
Investment Management
Tax Preparation
Estate Planning
Retirement Planning
Long-Term Care Funding
Life Insurance
Education Funding
Municipal Deferred Compensation
Corporate Retirement Plans
Highlights and features
- We offer 35+ years of experience in personalized financial planning.
- Our team provides tailored investment strategies aligned with client goals.
- We maintain partnerships with legal and tax professionals for comprehensive solutions.
- We prioritize ongoing education to keep clients informed about market changes.
- Our client-centric approach emphasizes transparency and long-term relationships.
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
We help clients create comprehensive financial roadmaps tailored to their unique goals and risk tolerance. Our process begins with assessing current financial status, retirement aspirations, and tax implications. By analyzing income needs and investment timelines, we develop strategies designed to maximize wealth growth while minimizing risks. Ongoing reviews ensure clients stay aligned with their objectives through life's changing circumstances.
Investment Management
Our investment strategies focus on asset allocation and risk assessment to optimize returns. We evaluate market conditions and individual investor profiles to recommend diversified portfolios. Regular monitoring and adjustments help maintain alignment with financial goals. Clients receive transparent reporting and educational support to understand investment choices and their impact on long-term objectives.
Tax Preparation
We provide thorough tax preparation services while proactively identifying legal tax reduction opportunities. Our experts stay current with evolving tax regulations to ensure compliance and maximize refunds. We assist with complex filings and address tax issues for both individuals and businesses, maintaining coordination with external legal professionals when needed.
Estate Planning
Our estate planning services focus on preserving wealth for future generations. We collaborate with legal experts to establish wills, trusts, and power of attorney documents. Strategic planning helps minimize tax liabilities and legal fees while ensuring clients' wishes are clearly documented and executed according to their intentions.
Retirement Planning
We help individuals and businesses develop retirement strategies tailored to specific needs. For individuals, this includes assessing retirement income goals and creating sustainable withdrawal plans. For employers, we assist with establishing and administering corporate retirement programs that attract and retain talent while meeting regulatory requirements.
Questions
Who benefits from financial planning services?
Our services benefit individuals and businesses at any stage of financial readiness seeking to optimize their wealth management strategies.
What happens during a first consultation?
We begin by understanding your financial goals, risk tolerance, and current investment landscape to create a customized planning framework.
Do you offer investment education?
Yes, our advisors explain investment options, risks, and potential returns to help clients make informed decisions about their portfolios.
How often should plans be reviewed?
We recommend quarterly portfolio reviews and annual comprehensive planning assessments to ensure alignment with evolving goals and market conditions.
Can businesses access retirement plan services?
Yes, we help organizations implement and manage employee retirement programs tailored to their workforce and corporate objectives.
