Our Approach – Harman Wealth Management

Our Approach

Valuing Your Unique Story

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.

Collaboration is key.

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.

Working for your best interest.

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.

Our Process

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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.

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