New Clients

Welcome to Harshman Wealth Management. Please download and fill out our Preliminary Planning Profile and bring it with you to our first meeting.

Planning Profile Risk Management Questionnaire
Account Access

CIR Statements provides an up to date, combined summary of all accounts.

Your Cambridge Account
Investor Access

NetXInvestor provides one-click navigation and enhanced readability of electronically delivered Pershing documentation.

Client Statements