At Harris & Company Wealth Management, we know that achieving your dreams of a secure future and a prosperous retirement begin with talking and working together objectively today. There is no one-size-fits-all plan, and each investor's goals and needs are as different as their personalities. Our philosophy is to establish personal, long-lasting relationships and keep them strong through personal attention, quality service, and well-earned trust.
For over 35 years, we have made it a priority to assess and discuss the unique needs of each client in order to pursue and achieve specific investment goals through a full suite of world-class services.
For over 35 years, we have made it a priority to assess and discuss the unique needs of each client in order to pursue and achieve specific investment goals through a full suite of world-class services.
Services
Financial planning options can be overwhelming. At Harris & Company Wealth Management, making sure our clients understand their options is our first priority. Together, we can create a clear plan that maximizes your results. First, we sit with you to assess your income needs, risk tolerance, and retirement goals.
When you partner with Harris & Company Wealth Advisors, you partner with a team of experienced, knowledgeable advisors that keep your best interests in the forefront. We provide advice, solutions, and products designed to grow your wealth amidst ever-changing market conditions.
Our advisors will help identify new opportunities, quantify your risk and return potential, and structure your investments appropriately so you can feel confident with your financial plan.We also help define sensible objectives for your unique financial needs and individual timeline.
Our advisors will help identify new opportunities, quantify your risk and return potential, and structure your investments appropriately so you can feel confident with your financial plan.We also help define sensible objectives for your unique financial needs and individual timeline.
To us, you're never just a list of numbers. At Harris & Company Wealth Management, our team gets to know you personally, and we go beyond simple tax compliance to maximize your after-tax income. Tax planning: We keep track of and understand the ever-changing tax laws and proactively recommend tax saving strategies.
Estate planning can be complicated, but it doesn't have to be. A well-informed plan makes a big difference in what you can leave for loved ones, giving you peace of mind. At Harris & Company Wealth Management, we partner with several prominent New Haven law firms to guide you through the fundamentals of estate planning documents.
A college education is expensive-and it's never too early to start planning. As educational costs continue to rise, having a smart strategy in place can help provide you with more resources when those tuition bills finally begin to arrive. At Harris & Company Wealth Management, we help you choose the investment and savings options that work best for you.
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