Whether you are just starting out or embarking on your life 2.0, Harris Private Wealth combines investment advice, risk management and financial planning to ensure you and your family live the life you want to live.

A Family Office Approach for Your Future

For each stage of your life, from your first job to your retirement to your legacy, we provide holistic wealth management and forward-thinking advanced planning within a unique family office approach. Whether you’ve built your wealth through stocks, savings, selling a business or receiving an inheritance, we work across generations to plan for the financial well-being of your family — now and for the future.

As a small, independent firm with the strength of a Fortune 500 back office, we provide an unparalleled level of expertise, service and care in creating and managing a roadmap for your financial life. Your personal financial plan will encompass many considerations and have multiple facets, including:

-- 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 impact to charities and tax benefits

Harris Private Wealth

Org chart

Teams

Offices