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It's About Time.

At Harris Wealth Management, we understand the unique financial challenges that you face at every stage of life. Together, we can help you plan for a successful and secure future and help take the mystery out of finding the ideal path to get there. Whether your goal is preparing for retirement, college savings, investing in a second home or exploring new ventures, our customized services focused on your needs, wants, and financial goals and objectives.

COLLABORATIVE APPROACH

Every investment decision is also a tax decision. Every time we give advice regarding our clients’ money, it has a tax implication. with Harris Wealth Management, your advisor is also a Certified Public Accountant (CPA), and will also work closely with your current accountant. We believe educating our clients in tax planning during their financial journey is one of the most important and beneficial parts of the financial education that we provide. This collaborative effort ensures that all aspects of your financial journey are considered and integrated into a comprehensive, holistic plan.

With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

WHO WE HELP

Ready to learn more about our services? Speak with one of our professionals.

Meet the team.

Your values, needs and goals are unique. Our team takes the time to understand them so we can create a strategic wealth plan that reflects what’s important to you.

LISA DONNELLEY, CPA, PFS
Financial Advisor


ROBERT SHAPPEE, CPA, PFS
Financial Advisor