Harris Private Wealth

Wealth Management with a Family Office Approach

General Information
Company Name
Harris Private Wealth
Founded Year
1985
Location (Offices)
San Jose, United States +2
Founders / Decision Makers
Number of Employees
11
Industries
Financial Services, Insurance, Insurtech +1
Funding Stage
-
Social Media

Harris Private Wealth - Company Profile

Harris Private Wealth is a financial services startup founded in 1985, aiming to provide a family office approach to wealth management. Their services cater to individuals at different stages of their lives, offering investment advice, risk management, financial planning, and more to ensure a secure financial future. As an independent firm with the backing of a Fortune 500 back office, Harris Private Wealth emphasizes expertise, service, and care in creating and managing comprehensive financial plans for clients, encompassing wealth enhancement, wealth transfer, wealth protection, and charitable giving. The company operates within the industry sectors of financial services, insurance, life insurance, and commercial insurance. Notably, there is no information available about its headquarters or the last investment received.

Taxonomy: Wealth Management, Financial Planning, Family Office, Investment Advice, Tax Mitigation, Estate Planning, Charitable Giving, Retirement Planning, Insurance Services, Portfolio Management, Holistic Wealth Management, Advanced Planning, Risk Mitigation, Financial Well-being

Funding Rounds & Investors of Harris Private Wealth (0)

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There is no investment information

Latest News of Harris Private Wealth

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No recent news or press coverage available for Harris Private Wealth.

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