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Build with Guidance,
Manage with Knowledge,
Preserve & Protect with Security

Harshman Wealth Management, LLC is a wealth management and life planning firm committed to building lasting and powerful relationships centered on the success of our clients.

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PORTFOLIO OPTIMIZATION/ANALYSIS

The portfolio optimization process involves looking at your existing assets, determining your expected return and examining possible constraints on your portfolio.
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INVESTMENT PLANNING

We will have acquired a detailed understanding of your current financial position, explored your future goals and determined what you need to do to reach your goal of financial independence.
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RETIREMENT INCOME PLANNING

Retirement is a major goal for most of our clients and the main focus of our relationship. We believe in the idea of financial independence rather than retirement. Although retirement is individualistic, we all must plan through the phases of accumulation, consolidation and eventually distribution.
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INSURANCE PLANNING

Whether it’s for pure income replacement or technical estate planning techniques, our clients have worked hard to acquire their current asset base. The insurance planning phase of the process designs and implements a plan to protect and preserve what you have built.
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ESTATE PLANNING

We feel it is important to analyze your estate for liquidity and estate tax liability in the event of your death. We want to help you be sure your assets will be passed to your heirs and beneficiaries with as little cost and complexity as possible.
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BUSINESS PLANNING

Our basic business planning is designed to analyze how your business affects your personal finances.
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about-us

About Us

We are devoted to providing the highest possible level of expertise and advisory tools to our family of clients. Here, excellence is the rule, not the exception. We advise our clients with a practice that not only continually does the right thing, but seeks to do it better than before.

As advisors, we take a holistic approach to guiding our clients and closely examine each family, business or individual’s entire financial structure and lifestyle in order to provide tailored solutions and implementation plans. We’ve got the tools to help you get where you need to be. And, you’ll arrive at your goal with the comfort that comes from knowing that you’ve chosen a solid firm to build and manage your financial objectives.

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HWM Team

Shawn Harshman

Shawn D. Harshman

Founder and Principal

Shawn is a graduate of the University of Wyoming with a degree in International Studies with emphasis in economics and finance.

Shawn works extensively with the direct asset management and comprehensive planning for his family of clients. He believes that a client’s financial peace of mind is directly correlated to the level of understanding of their finances; therefore, he is diligent in guiding clients through those complex and critical decisions necessary to achieve financial success by ensuring clients truly understand their financial situation and the roadmap that will allow them to achieve their financial goals. Shawn is also responsible for the strategic direction and vision of the firm.

Shawn holds the Series 7 and Series 66 licenses as a Registered Representative with FINRA as well as the Series 24 Registered Principal license. Shawn is an investment advisor representative with Cambridge Investment Research Advisors and holds insurance licenses in Colorado and Wyoming.

Check the background of this broker on FINRA’s BrokerCheck.

Lisa Fortuna

Lisa Fortuna

Client Relations

Lisa has been in with Harshman Wealth Management, LLC since October 2015. She is responsible for developing and preserving relationships with the firm’s clients and maintaining daily operations and support to the advisor. She is the line that connects all the dots together to ensure success.