Guiding you on your financial journey.

 

The Harris Buccheri Wealth Management Group serves as the primary wealth management provider for a select group of successful individuals, families, and businesses.  We develop and implement customized risk mitigation strategies while seeking to generate growth over multiple generations of the clients we serve.  Our client relationships are built on a foundation of integrity and a firm belief that we prosper by helping you prosper.  These simple facts are the cornerstone of everything we do.

We offer guidance in all areas of our clients’ financial lives, including investment and portfolio management, tax planning, retirement and estate planning strategies, and corporate executive services.  Our investment philosophy focuses on flexibility and risk management strategies while seeking to protect capital during unfavorable market conditions.  This philosophy is predicated on the core belief that investors typically prefer to avoid loss and make money in all market environments.  As a result, many investors tend to abandon their traditional asset allocation after sustained losses, which can inflict lasting damage. 

Our mission is to help create a material and lasting impact on the financial well-being of our clients and their families, to foster relationships based on mutual trust so that together we can help you pursue true wealth – the financial freedom to make a difference. 

Let us show you what our wealth management experience and deep service capabilities can do for you.  We would be honored to serve you and your family.