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Harris Private Wealth logo — Wealth Management with a Family Office Approach

Harris Private Wealth

Wealth Management with a Family Office Approach

Founded 1985 United States San Jose, United States 11 employees Financial Services, Insurance +2

General Information

Company Name Harris Private Wealth
Founded Year 1985
Location United States San Jose, United States +2
Employees 11
Industries Financial Services, Insurance, Insurtech +1
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About Harris Private Wealth

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

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Harris Private Wealth Alternatives & Competitors

Harris Private Wealth vs
The Gardner Group, A Registered Investment Advisor
The Gardner Group, A Registered Investment Advisor United States

The Game Plan Makes The Difference

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Harris Private Wealth vs
CapStar Financial
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Harris Private Wealth vs
Bluerock Wealth Management LLC
Bluerock Wealth Management LLC United States

Fee-Only, Fiduciary, Independent Wealth Management Firm

10 employees
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FAQ About Harris Private Wealth

Wealth Management with a Family Office Approach
Harris Private Wealth was founded in 1985.
Harris Private Wealth is headquartered in San Jose, United States.
Harris Private Wealth operates in the following industries: Financial Services, Insurance, Insurtech, Life insurance.
Harris Private Wealth has approximately 11 employees.
Top alternatives and competitors to Harris Private Wealth include The Gardner Group, A Registered Investment Advisor, CapStar Financial , Bluerock Wealth Management LLC, Babylon Wealth Management, HTG Investment Advisors Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Harris Private Wealth and The Gardner Group, A Registered Investment Advisor are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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