Our Story

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.
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.
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.