Gain the Confidence
to Soar

Empowering you to achieve financial freedom.

Risk Analysis

Do you know how much risk in a portfolio you're comfortable with?

Today’s Choices Lead to Tommorrow’s Success

Seasoned guidance to help reach your goals 

At Harris Tax & Wealth Management, we help you build financial confidence by letting go of the fears that can hold you back from making financial decisions—and achieving your dreams. You can rely on our comprehensive financial planning capabilities and sophisticated tax strategies to pursue tomorrow’s goals by managing today’s decisions.

Soar to New Heights with Sound Solutions

We take an in-depth analysis of your specific goals and situation in order to provide comprehensive financial planning capabilities and sophisticated tax strategies.

Wealth Management

Manage and protect your wealth with strategies that focus on what’s important to you and your needs.

Financial Planning

Create a comprehensive roadmap to provide financial security for you and your family.

Insurance Planning

Protect what you’ve built for yourself and for those depending on you.

Tax Preparation

We’ll help you navigate the ever-changing rules of tax planning and preparation.

See Our Services
You Get Specialized Advice

You Get Specialized Advice

Take advantage of our knowledge base.

Growing your wealth requires advanced planning skills and knowledge of the tax implications of building your wealth. Our team has the training and years of experience to help you understand the complexities of the tax code and optimize your financial planning.

Lifting You Higher

Lifting You Higher

To give you a clearer view of your future

We empower you to take charge of your future with sound financial planning and strategic goal setting. When you partner with us, you’ll gain a better understanding of the concepts behind investing, retirement planning, insurance protection, estate planning, and wealth preservation.

Empowering Women Investors

We inspire women to take charge of their finances by educating them and encouraging them to make a contribution to the planning and monitoring stages of their financial journey.

See How High You Can Soar

Gain the confidence that comes with knowing that the protection of your assets and the management of your portfolio are designed to help secure the financial future you envision.

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