Broker Check
<strong>We Work For You.</strong>

We Work For You.

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.

<strong>Our First Priority? You.</strong>

Our First Priority? You.

As an investment advisor I am ethically bound to act in your best interest.  Our team is 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. 

<strong>Our Team</strong>

Our Team

We are ready to evaluate and support all your potential investment needs.

Learn more
<strong>Why Women Matter</strong>

Why Women Matter

We are empowering women to take charge of their financial future through sound investments.

Learn more
<strong>Our Philosophy</strong>

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Sign Up for Our Newsletter

Thank you!

Have a Question?

Thank you!

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.

Thank you! Oops!