Services

Are you someone who likes to see things in color? As they say, a picture is worth a thousand words.   At Goldman, Harris, Pratt & Associates Wealth Management, LLC we feel that way too.  When it comes to illustrating your entire financial picture, we trust that you are best served by seeing it on paper and in color.  We are happy to walk you through the in-depth process, a fact finding mission of sorts, which includes data such as: your various income stre ...Read More
“Do you have your affairs in order?”  How would you answer that question if someone asked you?  One day this won’t be a hypothetical question. Will your loved ones be able to seamlessly transition to a life without you? It is our goal to help map a smooth passage before the time comes. Throughout our years of combined experience at Goldman, Harris, Pratt & Associates Wealth Management, LLC we have observed individuals and families attempt to self-navigate these ov ...Read More
Planning for the security of your family or your company in the event of your death, a natural disaster, adverse health conditions, accidents, elder care, or disability situations is a fundamental and imperative aspect of your financial life. In order to properly protect your loved ones or employees and the overall health of your family or business finances, you need a genuine assessment of all your current and future financial needs, as well as a review of any current polices you or your family ...Read More
There are many ways to manage ones assets and investments in order to accomplish the goals and objectives you set forth for your money. We are tasked with guiding you toward a focused approach and plan that will meet the needs that you communicate to us.  By thoroughly analyzing many different investment strategies and products that are at our disposal, all the while working very closely with you to construct a clear and concise investment plan that will be broad reaching in its scope, ...Read More