Empowering you to achieve financial freedom.
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.
We take an in-depth analysis of your specific goals and situation in order to provide comprehensive financial planning capabilities and sophisticated tax strategies.
Manage and protect your wealth with strategies that focus on what’s important to you and your needs.
Create a comprehensive roadmap to provide financial security for you and your family.
Protect what you’ve built for yourself and for those depending on you.
We’ll help you navigate the ever-changing rules of tax planning and preparation.
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.
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.
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.
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.