Harris Wealth Management, a division of UBS Financial Services Inc., is a Boston-based financial advisory firm that specializes in providing comprehensive wealth management solutions to clients. Led by Senior Vice President and Certified Financial Planner, Edward Harris, the team at Harris Wealth Management focuses on guiding clients through major life events and helping them preserve and pass on their wealth. With a customized approach that goes beyond investments, their services encompass all aspects of clients' financial lives, including retirement income planning, education funding, liability management, and charitable giving strategies.
Supported by the global capabilities of UBS, Harris Wealth Management aims to be the primary source of financial advice for their clients. With a commitment to quality client service and a focus on long-term relationships, their team, which includes Client Associates Janelle Clark and Jamie McKenna, strives to provide best-in-class service and tailored strategies that meet clients' individual needs. Whether clients are business owners, corporate executives, or industry professionals, Harris Wealth Management offers a range of wealth creation and preservation investment strategies to help clients achieve their financial goals.
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