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WELCOME TO HARRIS WEALTH MANAGEMENT

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.

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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.

RETIREMENT PLANNING

You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.

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COLLEGE PLANNING

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Optima Financial Group, we do our utmost to help you thrive in today's competitive marketplace.

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MEET OUR TEAM

Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.

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INTELLIGENT STRATEGIES

These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.

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