Jim Harris, MRFC | Private Wealth Manager
Money Concepts Wealth Management and Financial Planning Services Since 1979
In 1979, Money Concepts founder John P. Walsh recognized major weaknesses in the distribution systems of the financial services industry, and dedicated his new company to solving these problems. Mr. Walsh developed a Wealth Management and Financial Planning Center providing independent financial advisors, a structured and unbiased way to offer their clients and customers holistic financial planning and wealth management solutions. Money Concepts is a privately held company completely independent of the influence of product providers. Today, there are more than 700 independent Money Concepts Wealth Management and Financial Planning Centers.
Money Concepts Philosophy and Values
Money Concepts is an entrepreneurial-based company founded on and managed to uphold six core values. This means that each Money Concepts Wealth Management and Financial Planning Center is independent, and operated with you as our client being the central focus of everything we do.
FAIRNESS
We insist that all arrangements work equally well for all parties in both human and financial terms.
INTEGRITY
We pledge soundness and honesty in all of our dealings with clients and the companies with whom we affiliate.
COMMITMENT
We regard all associations as a trust and give our total attention to the best interests of our clients now and in the future.
CREDIBILITY
We will not associate ourselves with products or services that we cannot believe in and use with pride and integrity.
OPPORTUNITY
We will constantly be alert to changes in markets, products, regulations and the economy for the opportunities they may create.
ENTERPRISE
We believe in the power of the “can-do” spirit of private enterprise. We recognize the most important person in our organization is you so our absolute priority is to provide you with the very best service and financial solutions.