WELCOME TO

HARMAN WEALTH

At Harman Wealth Management, we provide private, advanced, independent planning and investment management to individuals, families, and institutional clients.

  • Trusted Partner
  • Comprehensive Planning
  • Experienced Insight
  • Wealth Accumulation
  • Retirement Income Strategies
  • Tax-efficient Growth

SERVICES

Comprehensive Financial Planning

Objective. Strategy. Results.
Big picture thinking guides clients to long term results.

Investment Management

Macro-Driven Asset Management
Thoughtfully designed for both the ups and downs of full cycle markets.

Institutional Consulting

An Experienced Perspective
Fiduciary consulting for company sponsored retirement plans. Investment guidance for nonprofits and foundations.

FIDUCIARY
COMMITMENT

As a fiduciary, we work strictly for our client's best interest.

What that means:

  • We first work diligently to understand your needs and objectives.
  • Only after defining your goals do we match them with potential solutions.
  • We treat our clients as intelligent and capable; therefore, our professional approach guides and consults clients on their decisions. We articulate various trade-offs and how to take the best course of action for their unique needs.
  • As an independent firm, we do not create or sell proprietary products. Instead we evaluate products on their merits and ability to solve client needs.

“

Since 2013, I’ve advocated at the highest levels of Washington D.C. to improve how investors are served from the financial community. We build these high standards into the fabric of our practice. No matter what the solution, the clients’ best interest is always first.

Dean Harman, CFP®
Managing Director, Harman Wealth Management

”

  • Financial Services Institute (FSI) board of directors 2013-2019.
  • Served as Chairman of the Board of FSI during 2018.
  • FINRA Advisory Board member.
  • In 2015, testified to House of Representatives’ about evolving fiduciary standards.

    • AS FEATURED IN

    INVESTMENT
    APPROACH

    Asset Management with A Modern Touch

    Our investment philosophy honors Nobel prize-winning contributions to portfolio management:
    From legacy principals of diversification and efficient markets to more recent breakthroughs from behavioral finance on the irrationality of market participants.

    PURSUING THE ART AND SCIENCE OF INVESTMENT MANAGEMENT.

    Access disciplined investment strategies designed to help you achieve your goals.

    OUR LATEST

    INSIGHTS

    Quarterly Perspective

    Labor Shortage Part of the Big Distortions in Post-Covid Economy

    Read More
    Economic Outlook

    Has GDP Recovered?

    Read More
    Quarterly Perspective

    After the COVID Winter, Spring is Arriving for the U.S. Economy

    Read More
    READ ALL INSIGHTS

    LOCATIONS

    THE WOODLANDS

    HOUSTON

    AUSTIN

    PHOENIX

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    Keep Up with Our Latest Thinking

    EMBRACE A CHANGING WORLD

    Opportunity evolves and risk never stands still. We help clients adapt to the changing nature of markets, proactively adjusting portfolios and financial plans to reach their most important goals.

    LET’S TALK NOW

    We provide private, advanced, independent planning and investment management to individuals, families, & institutional clients.

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    CONTACT US

    • 1725 Hughes Landing Blvd Suite 1250 The Woodlands, TX 77380
    • (281) 719-8601
    • (866) 380-7372
    • info@harmanwealth.com

    NAVIGATION

    Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SagePoint Financial, Inc. does not provide tax or legal advice.

    IMPORTANT CONSUMER INFORMATION

    A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser,BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

    PLEASE NOTE:

    The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

    This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,
    NE, NH, NJ, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, VT, WA, and WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

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