Helping You Pursue True Wealth
True Wealth is more than just money. It’s the freedom to travel. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.
How Can We Help?
At Harrison Wallace, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
We Are Your
What We Do
We believe accountability, transparency and trust allows us to build a true partnership with clients as we help guide them on their financial journey. Our mission is to keep clients focused on their financial goals, while minimizing the obstacles and noise they encounter along the way.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.