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Our Mission: A Commitment to Legacy
Our Advisors
Our advisors’ commitment to integrity, ethics, and client service is the cornerstone of our team’s success. With a wealth of experience in the financial industry and relevant certifications such as the CFA (Chartered Financial Analyst) and CIMA (Certified Investment Management Analyst), our clients benefit from their deep understanding of investment strategies, investment planning, and holistic wealth management. Our advisors’ experience and commitment to delivering personalized solutions has earned them industry awards and internal accolades. Most of all, our clients benefit from our advisors’ steadfast commitment to achieving their goals and addressing their needs, however complex.
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.
Actionable Insights
Explore our library of team-authored market commentary and research from the Wells Fargo Investment Institute.
Wells Fargo Investment Institute
Explore insights from the strategists and analysts at Wells Fargo Investment Institute.