Our Services                                                                                

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:
  • Investing
  • Asset and Liability Management
  • Risk Management
  • Legacy
Please click here for a comprehensive list of products and services that we offer.

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Investing

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.
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Asset and Liability Management

We address both sides of the our client's balance sheet.*
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Risk Management

Addressing risk management concerns with insurance and other asset protection strategies.**
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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.
Harm & Harm Financial Consulting Group

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, CT, DE, FL, GA, KY, MD, MN, MO, MT, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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