Harris Tax & Wealth Management, PC

At Harris Tax & Wealth Management, we understand that achieving financial freedom requires a comprehensive approach. Our team of experienced professionals is dedicated to helping you achieve your financial goals through a combination of expert advice, sophisticated tax strategies, and innovative wealth management solutions.

Our Story

Our story began with a simple yet profound principle: empowering individuals to take control of their financial well-being. We believe that everyone deserves the opportunity to achieve financial freedom, regardless of their background or financial situation. Over the years, we have helped numerous individuals and families navigate the complexities of personal finance, providing personalized guidance and support to help them achieve their goals.

Our Team

Our team is comprised of experienced professionals who are passionate about helping clients achieve financial success. Our team leader, Melony Harris, is a Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Master of Business Administration (MBA). With over a decade of experience in the financial industry, Melony has developed a deep understanding of the complex financial challenges that individuals and families face. She is dedicated to empowering clients through education, expert advice, and personalized guidance.

Our Services

At Harris Tax & Wealth Management, we offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:

• Wealth Management: We help you manage and protect your wealth through a customized investment strategy tailored to your unique financial goals and risk tolerance.
• Financial Planning: We provide personalized financial planning and guidance to help you achieve your financial goals, whether it's saving for retirement, paying off debt, or building wealth.
• Tax Preparation: We assist individuals and businesses with tax preparation, ensuring compliance with the ever-changing tax laws and regulations.
• Insurance Planning: We help you protect your assets and loved ones through comprehensive insurance planning, including life insurance, disability insurance, and long-term care insurance.
• Estate Planning: We help you plan for the distribution of your assets after your passing, ensuring that your wishes are carried out and your loved ones are protected.

Our Process & Services

At Harris Tax & Wealth Management, we believe that every individual deserves personalized attention and guidance. Our process is designed to ensure that you receive the expert advice and support you need to achieve your financial goals. Our comprehensive process includes:

• An initial consultation to discuss your financial goals and objectives
• A comprehensive review of your financial situation, including your income, expenses, assets, and liabilities
• The development of a tailored financial plan, including investment and tax strategies
• Ongoing monitoring and adjustments to your plan as your financial situation evolves

Our Fees

We believe that our clients deserve transparency and clarity regarding our fees. At Harris Tax & Wealth Management, we operate on a fee-based model, which means that our compensation is tied to your financial success. Our fees are competitive, and we believe that our value-added services far outweigh any additional cost.

Resources

At Harris Tax & Wealth Management, we believe that financial literacy is key to achieving financial success. We provide a range of educational resources, including articles, blog posts, and financial calculators, to help you make informed decisions about your financial future.