Goldman, Harris, Pratt & Associates Wealth Management, LLC, is more than an investment advisory firm. Our team of local professionals is personable and caring and we understand the distinct, specific and broad-reaching needs that come with managing your financial life successfully.
We offer personalized, custom tailored plans to meet your family’s comprehensive financial objectives. Not only can we help you devise a proper investment strategy for building retirement savings and family wealth, we can also work to protect and preserve that wealth from unnecessary risks and fees. Our team approach allows us to guide you in transferring your wealth to your loved ones through an affordable, comprehensive estate planning process.
What We Stand For
Goldman, Harris, Pratt & Associates Wealth Management, LLC, is an independent financial services firm. We are regulated by Financial Industry Regulatory Authority (FINRA), as well as the state insurance commissions of the various states in which we are licensed. We maintain an ethical and transparent business structure that is compliant with governing state and federal laws. Our team takes great pride in honesty and integrity. We strive to serve our clients with commitment to the duties and responsibilities with which we are trusted. We task ourselves to provide an unparalleled standard of client satisfaction and hold your opinion of us in the highest regard.