We are wealth managers and we help financially successful people navigate the challenging
financial markets so that they can benefit from their endeavors and enjoy their time in
retirement. We are a full service organization, from wealth management and tax reduction
strategies to asset protect and estate transition planning. We do not measure our level of
services against other financial firms- that just wouldn't be good enough. We strive to lead our
industry in excellence.
As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.
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Investment Advisory Services offered through Harwood Advisory Group. Insurance products and services are offered through the Harwood Insurance Group. Harwood Advisory Group and Harwood Insurance Group do business collectively as Harwood Financial Group, DBA.