Harris Wealth Management, Inc.

Overview

Harris Wealth Management, Inc. is an independent registered investment adviser focused on fee-based financial planning and portfolio management for individuals, families and small institutions. The firm combines discretionary portfolio management with hourly financial planning and periodic publications, and lists pension consulting among its advisory activities. Client relationships skew toward individual and family clients, with institutional work also noted. Investment activity shows a clear equity orientation: exchange-traded equities represent the dominant allocation, and the firm reports a preference for equities in its asset mix. Fee arrangements include a percentage-of-assets model alongside hourly billing for advisory work. Harris Wealth Management, Inc. does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices