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

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

The firm is a solo, state‑registered wealth manager that provides discretionary investment management and both comprehensive and focused financial planning for individuals, families and related trusts, currently overseeing roughly $13 million in client assets. It offers in‑house portfolio construction and also allocates accounts to outside manager platforms and model marketplaces provided through its custodial relationships. The firm centers client work on a written Investment Policy Statement and generally favors a passive‑indexed, broadly diversified approach with periodic rebalancing and targeted tactical adjustments; equity allocations are divided into a long‑hold “static” sleeve and a valuation‑driven “flex” sleeve. Fixed‑income construction is tax‑aware (including a preference for municipal bonds or laddered individual bonds for larger accounts) and the adviser typically manages accounts on a discretionary basis. What is distinctive is that the firm’s principal maintains active real estate and mortgage‑originator licenses and an insurance license (the insurance license is not currently used), and the principal earns compensation from loan originations while dedicating a portion of time to lending activities — arrangements the brochure discloses as potential conflicts of interest. The firm’s very small client base and its routine use of third‑party model marketplaces and digital custodial platforms are also noteworthy operational features compared with many peers.

To learn more about the advisors currently working at Harris Wealth Management, 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.