Jim Harris, MRFC | Private Wealth Manager
enjoy your retirement!
Focus on What's Important to You
What's Your Story?
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.
Learn More!“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.”