Our mission is to guide, advise and counsel high-net-worth families and private, family-held businesses so they continue to thrive and provide a positive benefit to all involved and the greater community in which they operate.
By working to gain a deep understanding of your values and goals, we are able to stand with you and your family for the long-term and address all of your financial needs and concerns.
We believe in a family-first approach in our personal and professional lives.
A Team You Can Depend On
Harris Financial Strategies Group and a team of Wells Fargo Private Bank specialists engage in an ongoing dialogue with you and your advisors to help make sure you’re on track for your goals.
Private Wealth Financial Advisors are Wells Fargo Advisors team members. All other roles mentioned are Wells Fargo Bank, N.A. team members.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.
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