S. Harris Financial Group is a San Antonio-based wealth management firm that takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. With a team that brings a unique blend of experiences and skills to the table, they offer expertise in financial planning, investment management, cash flow and debt management, retirement and tax planning, small business solutions, and more.
As an independent Registered Investment Advisor (RIA), S. Harris Financial Group is known for its distinguished service and deep understanding of each and every client. They work in partnership with other professionals such as CPAs, attorneys, insurance specialists, and care specialists to provide comprehensive wealth management solutions. With a commitment to transparency and a dedication to helping clients comprehend their own financial planning, S. Harris Financial Group aims to prepare individuals and families for both expected and unexpected events in life.
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