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Our Mission: A Commitment to Legacy

The Quasha/Harrison Private Wealth Management Group believes that success reaches beyond the balance sheet. Our mission is to simplify the complexities of planning and asset management so our clients can focus on what matters most: forging their own legacies. By fostering enduring relationships with our clients and their families, we empower our clients to look to the future and impact their loved ones and communities for generations to come.

Our Services and Our Clients

The Quasha/Harrison Private Wealth Management Group of Wells Fargo Advisors offers comprehensive wealth management services including integrated investment planning and discretionary portfolio management for high-net worth and ultra-high net worth individuals and families, foundations, corporations, corporate-sponsored retirement plans and other institutions.

Our Process

Our investment process starts by having an intimate conversation with our clients and learning about their unique circumstances through holistic wealth planning. This process helps us align investments with goals and determine a strategic investment plan grounded in the principles of Modern Portfolio Theory. As professional portfolio managers, we assume the responsibility of implementing investment plans on our clients’ behalf.
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Actionable Insights

Explore our library of team-authored market commentary and research from the Wells Fargo Investment Institute.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, ID, KS, LA, ME, NJ, NM, NV, NY, OH, OR, PA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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