Faithfully serving the ones who are vital to our country’s economy through succession planning, navigating family dynamics, and wealth planning.
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Your pursuit of excellence matches ours. That is why our services offer solutions to your financial needs.
Watching future generations carry on your legacy is extremely satisfying. But without the right plan in place, the path becomes uncertain and stressful. We start with a conversation to gather the facts and sort out the complexities in order to develop the correct strategies.
Whatever the next step in your life looks like, we will bring the full weight of our resources and those of Wells Fargo Advisors Financial Network to construct a solid retirement plan to help you achieve it. From the basis of our relationship, we develop strategies tailored to your long-term goals and risk tolerance.
You can keep your business strong by planning ahead—protecting cash flow, reducing risks, and aligning growth with your long-term goals. James Harris & Co. works with you to build strategies that balance expansion with stability, ensuring your success lasts.
Entrepreneurs and even established companies need guidance from time to time. We connect growing business owners or those selling their operation with specialists who can explore business transition options.
You can sustain your tradition of giving by building philanthropy into your long-term plan, aligning it with both values and financial goals. James Harris & Co. helps create trusts, funds, or strategies that maximize impact and efficiency, ensuring your generosity endures.
Given evolving tax legislation and the complexities of family dynamics, we offer tailored wealth planning, including trusts, gifting, and succession plans, to optimize financial outcomes and preserve harmony.