There are many important factors to consider when selecting a trusted advisor to serve as your financial partner. Finding just the right fit can enable a most harmonious experience and relationship, today and for the future. There are many characteristics we believe set us apart and make us stand out among other advisory firms – substantial reasons we present here for your consideration.
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There is simply no substitute for experience. Each member of our team has decades of experience. Accordingly, our advisors have first-hand experience with a wide array of client situations and market environments. We apply this timeless perspective to our clients’ investment strategies on an ongoing basis.
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Harmony Wealth Partners is intently focused on serving affluent families, business owners, entrepreneurs, professionals and those who have inherited wealth. We offer a diverse range of capabilities designed to address our clients’ priorities for managing and preserving their wealth, and building lasting legacies.
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The high level of care, attention and service we offer has helped us build loyal, long-term relationships with our clients that often encompass several generations of their families. Trust, transparency and honesty are true cornerstones of our practice, and have served us and our clients well.
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Our professionals have worked together as a team for many years and, in many cases, have served multiple generations within the same families. In an ever-changing world, our clients can take comfort in knowing we’ll always be there for them.
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There is far more to wealth management than simply managing your investments. We look at the big picture and address every detail with a holistic approach that includes everything from legacy planning to risk management, as well as trust and credit matters. We focus on both sides of the balance sheet and, most important, how they fit together.
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We understand we are dealing with delicate personal information and sensitive financial information. As such, the privileged information you share with us is held sacred and receives the highest degree of discretion and privacy.
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Raymond James is one of the largest independent financial services firms in America. Unlike competitive firms that are a bank first and foremost, 80% of Raymond James’ business is exactly what we do – financial planning for families and individuals. Raymond James gives us complete freedom to offer objective, unbiased advice, so we can make investment recommendations to you based solely on your best interest.
