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Brown Harris Wealth Management grew from a desire to provide unbiased, holistic wealth management. We help our clients achieve their financial dreams through effective wealth management and provide exceptional service. Brown Harris Wealth Management takes a personal approach to wealth management. Not simply an investment firm, Brown Harris works to help build and protect one's wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild's college education. We specialize in the following: -IRA & 401(k) Rollovers - Retirement Income Strategies - Early Retirement Structuring - Mutual Funds - Annuities - Tax Advantaged Bonds - Long Term Care Insurance.
Brown Harris Wealth Management has built a reputation as a company successfully managing their client's serious savings money.
Our staff strives to provide the best service and financial management in the investment industry.
Securities offered through LPL Financial, Member FINRA/SIPC