Jim Harris, MRFC | Private Wealth Manager

Financial Independence, Your Way

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enjoy your retirement!

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Focus on What's Important to You

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What's Your Story?

Here's Ours!

Custom Solutions For Your Unique Challenges And Financial Goals

We provide customized portfolio management and a variety of advisory services to assist you in the management of your investment portfolios.

Our disciplined selection and investment process is customized for each client. We establish risk-based guidelines for portfolio construction and targets for the on-going management of your custom portfolios.

All portfolios are monitored and managed based on your personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to help provide the best opportunity to meet your objectives and financial goals.

How We Work

Effective financial planning begins with understanding where you are today and where you want to be in the future. Our comprehensive approach will assess your current financial situation and provide a clear roadmap to help you achieve your goals. From analyzing your personal finances to developing a custom plan, we will guide you every step of the way, helping ensure you stay on track towards a secure financial future.
 
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Experience, Knowledge, and Wisdom

Important Benefits for Our Clients

I have over 30 years of experience delivering truly comprehensive wealth management and providing customized financial planning services to individuals, families and businesses. Over the years, I have gained more than just experience. I have increased my knowledge and have expanded my wisdom at navigating the financial markets and guiding clients through their unique challenges. I have been selected and honored as a five star wealth manager in the Atlanta area for outstanding service and client satisfaction each year since 2011. I have also earned numerous Money Concepts awards and accolades each year since 2008 for outstanding achievement.

As a client, you will receive custom recommendations and personalized service with direct access to me. You can feel confident knowing my staff and I are truly dedicated to earning your continued trust every day. Our mission is to provide prudent advice and help you achieve financial success every step of the way. You will experience a commitment to performance and a culture of professionalism. Your personal vision of financial success is our goal.

“Financial success is more than a destination; It’s a lifelong journey enhanced by experience, guided by knowledge and driven by the wisdom acquired along the way.”

JIM HARRIS, MRFC®

Schedule a Consultation Today!

I’m here to help you navigate the complexities of financial planning and create a personalized strategy tailored to your goals. Whether you’re looking for advice on investments, retirement, or long-term wealth management, reach out to me directly.