Who We Serve

We’re committed to serving a wide variety of clients with a tailored approach to each unique financial situation. Baby Boomers, Gen X, or Millennials - we share the same similar core values as our clients and place a premium on integrity and the willingness to help others. We specialize in working with law enforcement, fire fighters, nurses, educators, physicians, county and city employees, small business owners and anybody who strives to make the world a little better each and every day.

Focused on Your Priorities

At Harris Private Wealth Group, we are committed to meeting your personal needs through comprehensive planning and wealth management services, including:

• Powerful programs and planning concepts designed to take you where you want to go

• Insurance protection to help mitigate the risk of unforeseen circumstances

• Retirement programs designed to help you make the most of your retirement years.

• Education savings plans for children or grandchildren’s college years

• And much more, including business and continuity planning, retirement plan solutions and legacy planning

Get the service you deserve. We’ve built our practice on relationships. It’s more than just our job, it’s our way of life. Helping people reach for their dreams every day is what makes our practice thrive.