Bringing It All Together for You
Take an integrated approach to financial planning.
From tax-loss harvesting withdrawal strategies and Roth conversions to understanding the tax intricacies and advantages of various retirement plan solutions, we guide you through it all. We help you integrate financial and tax planning to create a cohesive roadmap that seeks to provide financial security for you and your family.
Elevate Your Vision for Success
Manage and preserve your wealth with knowledgeable advice.
We do more than manage your money. Together, we will help you take a complete look at your total financial picture in order to preserve wealth, protect your lifestyle, and minimize taxes. This is our promise to you.
Experience Matters
A history of guiding clients through various market conditions.
Melony Harris is a fiduciary with a calming influence who has weathered all market cycles throughout her extensive financial planning career. She is committed to sharing her financial knowledge to help educate you along your journey, so you can take the emotion out of investing and see clearly through the chaos.
You Benefit From Our Beliefs
Our core values are the foundation of everything we do at Harris Tax & Wealth Management. Our principles define who we are and what we do, and they touch every interaction we have with you.
Partnership
We work in concert with you, not just for you, to help you pursue your goals and achieve the best life possible.
Proactivity
We work with you to anticipate your life transitions and help you prepare financially for them.
Integrity and Trust
We adhere to the principles of honesty, integrity, and openness. This has helped us build lasting client relationships.
