From One Professional to Another / Let's Work Together
Welcome to Harris Group Wealth Management, where we prioritize helping you take care of yourself and your family. We believe that open and honest communication forms the foundation of our success, and we strive to build long-term relationships that encourage this type of interaction. Our team of experts is dedicated to providing you with wealth-building education and investment insights, tailored to your unique needs and goals.
Our office is located at 15255 S. 94th Ave, Suite 500, Orland Park, IL 60462. You can reach us by phone at (773) 779-1950 or by email at info@theharrisgroupllc.com. We are registered with FINRA and are an Investment Adviser Representative.
Our Mission Statement
Our mission is to serve every aspect of your financial life, providing guidance and insights to help you make informed decisions about your money. We are committed to acting in your best interest and to helping you build a secure financial future.
Our Team
Our team is comprised of industry experts with decades of combined experience. We are dedicated to helping investors from every background, including retirees and pre-retirees, small business owners, working professionals, and women. We believe that people live better lives with wealth-building education and investment insights, and we are here to provide that support.
Our Services
At Harris Group Wealth Management, we offer a range of services to help you build a secure financial future. These services include:
- Retirement planning: Your most important financial milestone. We'll help you plan for the retirement you deserve.
- Wealth management: Portfolio construction and risk management. Our team of experts will help you manage your wealth and minimize risk.
- Peak-career wealth-building strategies for professionals: Make your money work for you. We'll help you maximize your earning potential and build wealth.
- Estate strategy: Strategies for every phase of life. We'll help you protect your assets and pass them on to the next generation.
Our Three-Step Process
We follow a three-step process to help you achieve your financial goals:
1. Setup: The more we know about you, your finances, and your goals, the better we can strategize.
2. Strategize: We'll map out a financial strategy based on your goals, time horizon, and risk tolerance.
3. Execute: Life changes? Market volatility? We'll keep your financial blueprint on track every step of the way.
If you believe you could benefit from working with a financial professional, let's talk. We'll work together to see how we can best serve you. Request an appointment today and get started on your financial journey.
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