How does Harris myCFO differ from other wealth management firms?
While there is no shortage of wealth management firms, each offering a varied menu of specialized skill and expertise, what sets Harris myCFO apart is the degree to which we commit ourselves exclusively to your best interests, and then marshal our full capabilities toward that end. We view wealth management in terms of building a close, caring relationship rather than just delivering products and services. By working collaboratively—tax planners talking to investment advisors, philanthropic consultants conferring with family educators—we can provide you with the best possible ideas.