Harrison & Co Wealth Management

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Description

  • Youve worked hard for your money so Harrison & Co. helps you make the most of it by devising strategies to help you reduce your taxes, protect your assets, manage your investment portfolio, and preserve wealth across generations.Harrison & Company Wealth Management is a privately owned boutique wealth management firm with no investment banking, brokerage or commercial lending business to distract from our core mission. Our primary custodian, BNY Mellon, enables us to deliver the resources and strength of an institution that serves America's leading families, foundations, endowments and financial institutions.Our sole focus is on bringing over 20 years of experience to bear on behalf of our clients in the areas of portfolio planning, tax reduction strategies, pension plan administration, trust & estate planning, asset protection planning and retirement income planning. Our Private Wealth Services are based on managing the four points on the Wealth Management Continuum Wealth Maximization, Wealth Protection, Wealth Transfer and Charitable Giving; all coordinated by an expert team of leading inside and outside specialists, accountants and attorneys.
  • location

    Headquarters:2008 Stephenson Avenue , Roanoke, Virginia, United States

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  • Harrison & Co Wealth Management phone

    Phone Number: +1 540-204-9310

  • Harrison & Co Wealth Management website

    Website: https://www.investharrison.com

  • Harrison & Co Wealth Management employees

    Employees:0

  • Harrison & Co Wealth Management revenue

    Revenue:$0 - 1M

  • Harrison & Co Wealth Management legal name

    Legal Name:Harrison & Co Wealth Management

  • Harrison & Co Wealth Management's Social Media

    Harrison & Co Wealth Management linkedin
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  • |  NAICS Code: 541110  |

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Person level website identification

Senior Account Manager for Harrison & Co Wealth Management

Michelle Addison

Senior Account Manager

Person level website visitor identification

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View Employees

Michelle Addison

Senior Account Manager

Frequently Asked Questions regarding Harrison & Co Wealth Management

  • Where are Harrison & Co Wealth Management's Headquarters?

    Harrison & Co Wealth Management's Headquarters are in 2008 Stephenson Avenue ,Roanoke,Virginia,United States

  • What is Harrison & Co Wealth Management's phone number?

    Harrison & Co Wealth Management's phone number is +1 540-204-9310

  • What is Harrison & Co Wealth Management's official website?

    Harrison & Co Wealth Management's official website is https://www.investharrison.com

  • What is Harrison & Co Wealth Management's Revenue?

    Harrison & Co Wealth Management's revenue is $0 - 1M

  • What is Harrison & Co Wealth Management's NAICS code?

    Harrison & Co Wealth Management's NAICS code is 541110

  • What is Harrison & Co Wealth Management's Industry?

    Harrison & Co Wealth Management is in the industry of Financial Services

  • Who is Harrison & Co Wealth Management's Senior Account Manager?

    Harrison & Co Wealth Management's Senior Account Manager is Michelle Addison

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