Harris Wealth Management, located in Boston, MA, is a team of experienced financial advisors dedicated to guiding clients through major life events and helping them preserve and pass on their wealth. With a customized approach that goes beyond investments, they provide thoughtful financial planning and comprehensive wealth management solutions.
Led by Edward Harris, a CERTIFIED FINANCIAL PLANNER and Senior Vice President of Wealth Management, the team emphasizes fundamental investment management principles, asset allocation, and total portfolio management. They also offer retirement income planning, education funding, liability management, and financial planning strategies to a diverse client base of business owners, corporate executives, and industry professionals.
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