Gain the Confidence to Soar
Empowering you to achieve financial freedom.
Harris Tax & Wealth Management | Financial Planning
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.
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
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.
