Welcome to Harris Wealth Management
Harris Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients.
‘We are committed to providing a road map for our clients that encompasses confident ethical advice, thoughtful planning and quality results. We create and actively maintain customized financial strategies for individuals, families and businesses that address the specific needs, wants and goals of future years and generations. The cornerstone of our business is the personal level of service with ongoing follow-up that we offer coupled with investment and risk management. We work for each client as if they were our own family and strive to build lasting, multi-generational relationships built on trust and superior client service.’
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What can be learned from the savings rate?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Simple steps may help you foil hackers and protect your privacy.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How does your ideal retirement differ from reality, and what can we do to better align the two?