Harris Wealth Management

Harris Wealth Management Our process begins with and pivots around each clients individually crafted investment policy statement (IPS). We believe in broad diversification.

Harris Wealth Management is dedicated to enhancing the quality of our clients lives as we oversee their wealth to help them achieve their long-term goals and dreams. We’ll meet regularly and the IPS will drive the conversation. A few of our Investment Philosophies:
• Be a Long-Term Investor: Long-term investors typically have less turnover, lower fees, lower taxes, and a reduced probability of ex

periencing negative returns.
• Charge Low Fees: Call us crazy, we don’t think you should pay us to lose you money.
• Act as an Unbiased Fiduciary at all times: Investors deserve a fiduciary with their best interests in mind, period.
• Take a Passive-Indexed Approach: The case for passive indexing is best made by active investors who try to beat the market and fail. Numerous studies have shown, almost all managers underperform their respective index. Active managers fail because of, for among other reasons, higher fees, higher taxes, over-activity, and counter-productive market timing.
• Diversify Broadly: Diversification has been called life’s only “free lunch” because of its ability to boost risk adjusted returns. In addition to investing, we analyze your retirement readiness, as well as your progress towards other financial goals. We create saving plans for those building wealth, and withdrawal plans for those retired. We assist with education planning, charitable giving; and audit your insurance needs. We work with your CPA to conduct tax planning and your attorney for your estate planning needs. While no investment strategy works in all cycles of the market, we feel our approach to building wealth does. That’s why we say its “Built to Last”. It’s also easy to follow: Plan, Save, Diversify, Rebalance, and Repeat.

“There is a Better Way!”

Powerful chart published by Ben Carlson , shows the benefit of staying invested in the stock market for the long term.
01/20/2023

Powerful chart published by Ben Carlson , shows the benefit of staying invested in the stock market for the long term.

Good time to check out this chart. I have an alternative title for the chart. "Reasons to Have a Financial Plan". Wit...
02/29/2020

Good time to check out this chart. I have an alternative title for the chart. "Reasons to Have a Financial Plan". With a financial plan in place these bumps along the road are much easier to ride out. - Harris Wealth Management

The best performing stock of the decade was...
12/17/2019

The best performing stock of the decade was...

11/13/2019

Old Oak Wealth Management is now Harris Wealth Management. More info to follow!

11/13/2019
09/03/2013
Old Oak Wealth Management Logo
07/22/2013

Old Oak Wealth Management Logo

Address

Ventura, CA
93006

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Harris Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Harris Wealth Management:

Shortcuts

Share

Category