At Harm & Harm Financial Consulting Group, when we speak of "wealth management", we are referring to comprehensive wealth management. Comprehensive wealth management is much more than just investments. We base our wealth management approach on the Four Cornerstones of Wealth Management. These cornerstones encompass:
All aspects of investing. As part of our comprehensive client profiling process, we work with each client to establish customized investment objectives seeking to achieve their specific liquidity, savings, income, family and wealth goals.
Asset and Liability Management
We address both sides of the our client's balance sheet.*
Addressing risk management concerns with insurance and other asset protection strategies.**
Trust and Estate Services
Ensuring your legacy through our trust and estate services. Additionally, we review asset titling, beneficiary designations and discuss the importance of wills, trusts and medical directives.***
*Access to banking and lending services through Wells Fargo Affiliates.
**Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo and Company and our underwritten by unaffiliated insurance companies.
***Trust services available through banking and trust affiliates in addition to non-affiliated companies.
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