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Women Bridging the Confidence Gap
Welcome to Harris Tax & Wealth Management, PC. Here you will find a wealth of information in the form of articles, interesting calculators and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we want you see the value of working with skilled professionals to pursue your financial goals.
As fiduciaries we are ethically bound to act in your best interest. We are here to help educate you about the basic concepts of financial management and to enable you easy access to market performance data. We know our role is an important one in the management of your money and strive to achieve the goals you set for us.
Our advisors are ready to evaluate and support all your potential investments.
We are empowering women to take charge of their financial future through sound investments.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
"An investment in knowledge pays the best interest."
- Benjamin Franklin