Our Process

We believe family-owned businesses are the backbone of America.

A Family Office Approach

Providing advice and services for families under a comprehensive wealth management plan is often far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the legal, insurance, investment, estate, business and tax disciplines to provide the scale of planning, advice and resources needed.

At James Harris & Company, we take a similar approach as a family office. Like a family office, beyond basic financial services, our team can provide access to securities-based financing, residential mortgages, home equity financing, credit cards, and business financing through Wells Fargo Advisors or affiliates of Wells Fargo.

We focus on serving family-owned businesses. By helping them grow and prosper for many generations to come, we feel that we’re able to contribute to the greater community where we live and work.

We love working with these businesses because we understand the vital importance of:
  • Family Dynamics: the intersection of money and emotion; helping families navigate tough conversations that money can create.
  • Succession Planning: helping the current CEO of the business transition the power from the first generation to the next while maintaining family harmony; fosters responsible stewardship of wealth across generations.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.


We admire family-owned businesses for their:

  • Commitment to quality

  • Perseverance in getting the job done

  • Loyalty to their customers

  • Focus on being a good neighbor

  • Family Values