As a trusted advisor, we get to work with amazing people – each with their own unique life story, dreams, concerns, and goals.
Serving you well means taking time and care in getting to know and understand your specific situation.
In working with a Harman Wealth Advisor, you can expect an attentive approach to clarifying your goals, outlining a strategy, and taking action.
On many occasions, our holistic approach to serving clients reaches beyond investments and into insurance, tax planning, and estate planning. It’s common to collaborate with your other skilled professionals to complete your plan.
Because of your unique circumstances, we never engage you with pre-prescribed answers. Our aim is to truly understand your needs, and help you reach a plan right for you. Our consultative approach will share potential solutions, while helping you evaluate trade-offs.
We provide private, advanced, independent planning and investment management to individuals, families, & institutional clients.
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.
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