Asset Management Approach

“If we command our wealth, we shall be rich and free;
if our wealth commands us, we are poor indeed.”
— Edmund Burke

Client Oriented Philosophy

We tailor a program to your specific financial needs and goals. We take a holistic approach to financial planning and consider all the areas in your life that are touched by your finances and design a unique, comprehensive plan for you.

We understand that financial planning is not an isolated incident but rather a life-long process. We believe that your financial advisors should do more than gather your financial data and meet with you once a year. Our open environment allows you to call or visit us as many times as you need.

Our Personal Financial Services

Our wealth management processes are oriented to achieve a goal or set of goals, including asset management, retirement income, estate planning, and education and savings strategies In order to achieve these goals, we utilize several methods and services, such as:

  • Managed account platforms
  • Securities brokerage
  • Trading of equities
  • Fixed income
  • Annuities
  • Mutual funds

The protection of wealth is achieved through the use of insurance and related products and services. These include:

  • Life insurance
  • Disability insurance
  • Long-term care insurance

 

Business Practices

Harshman Wealth Management, LLC is concerned about green matters and recognizes the importance of protecting the global ecosystem, reducing the use of natural resources and encouraging investments in ways that support responsible and sustainable development.

As a financial services firm, we have administrative operations that result in greener solutions to minimize environmental impact. We’re dedicated to our role in maintaining strict environmental management standards.

 

Looking for account information?

Visit our client center where you can log onto your Cambridge and NetX Investor accounts.

Client Center