We are an independent, fee-only financial planning and wealth management firm based in the Bay Area. We provide tailored financial management to people who recognize the value of expert advice and guidance. We are compensated only by our clients – not the investment funds, products, companies, or other professionals we might leverage.
Firms, individuals, and tech start-ups marketing themselves as Financial Advisors, Wealth Managers, and the like are a dime a dozen. And most aren’t worth even that price. But personalized and honest financial planning from experts who focus on truly understanding and helping you can be worth every dime. And that’s what JW Harrison delivers.
Whether you’re a Silicon Valley entrepreneur, a C-Suite executive or a second-act semi-retiree, we can guide you through the financial planning landscape towards your goals. We focus on a holistic approach that includes not just asset management, but broader financial and tax planning. Complex problems don’t intimidate us. They excite us.