Grow and Maintain Your Desired Lifestyle

Grow and Maintain Your Desired Lifestyle

Just like custom made shoes, there are no two that are alike.  I feel it’s the same with my clients.  That’s why it is important that I only take a limited number of clients so I can maintain a high level of personalized service.  I believe revenue is a byproduct of quality service, so I always put your interests first.  As an independent RIA, I am not limited to certain products, resulting in conflict of interests. Instead, I have an array of solutions available to my clients. So, it allows me to focus on you and recommend what is best for you and your situation.

I have no sales production goals or quotas. I have no rush to get you into the first good product I find; so I am always free to find the right solutions for you.  I do not get commissions on the products I recommend for you. My fees are based on the percentage of assets I manage for you. Therefore, they come from what I earn for you, so we have the same goal: To make you money.

At Harris and Harris, I take the time to help you determine what your specific financial goals are, and then walk you through the assortment of options, showing you how different ones fit – or do not fit – your needs and goals. By selecting to work with my firm, it is important to me you are well-informed about your finances. A financial planner can guide you, but you make the choices.

No financial planner can promise all of your investments will flourish. However, I can use our expertise to show you how to evaluate the varying market events in order to adjust your current strategy or reevaluate your goals. Because, it is important to me that you’re encouraged to keep moving forward.