A complete list of active advisors currently associated with Harris Wealth Management, Inc.

Warmer can help you find a great advisor at Harris Wealth Management, Inc. or one who fits your needs even better.

Harris Wealth Management serves individuals, high net worth clients, trusts and estates, and pension and profit‑sharing plans and participants. The firm provides discretionary portfolio management and pension consulting services, developing investment policy statements and model allocations tailored to client goals and risk tolerances. The adviser builds portfolios using fundamental analysis, model allocations and Modern Portfolio Theory, typically investing in equities, fixed income, ETFs and mutual funds and employing both long‑ and short‑term trading as appropriate. Accounts are managed on a discretionary basis with quarterly reviews and custodial reporting through Charles Schwab, while the firm recommends Vanguard and related recordkeeping services for pension plan accounts. Compared with many peers, the firm provides formal pension consulting and acts as a 3(38) fiduciary for certain Vanguard retirement plans, assisting plan sponsors with model allocations and participant guidance — a service that is relatively uncommon among similar independent advisers. The firm’s principal also maintains an affiliated insurance agency and is a licensed insurance agent (insurance compensation is disclosed), and the adviser may include non‑public alternatives such as business development companies in client portfolios with specialized custody or administrative arrangements for those investments.

To learn more about the advisors currently working at Harris Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Harris	Sandy, UT	9

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