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Harris and Harris Wealth Management Group

A boutique advisory firm that offers you service that is personal, private, and exclusive.  Our firm focuses on helping Women achieve their financial success.

THE HARRIS AND HARRIS PROCESS STEPS

 

  1. Listen to understand and uncover life priorities.
  2. Focus on the end in mind.
  3. Discover and identify available assets and opportunities.
  4. Develop and implement a prioritized wealth plan.
  5. Evaluate, isolate, and recommend solutions.
  6. Implement solutions and strategies in an outlined plan.
  7. Communicate on-going progress at planned intervals.

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