Harris Wealth Management, Inc. is a Registered Investment Advisory firm serving individuals, business owners, and companies seeking guidance with financial planning, investment management, and workplace retirement plans. Based in Sandy, Utah, the firm emphasizes personalized strategies that connect clients’ financial goals with practical planning for their businesses and futures.

For business owners, its Business Owner Blueprint brings personal and business finances together through comprehensive planning. Services include tax planning, investment management, retirement planning, insurance planning, estate planning, and support with tax-efficient compensation, retirement plans, succession strategies, and business exit planning. The firm also works with individuals and high-net-worth clients on financial planning and investment management.

For employers, Harris Wealth Management advises on 401(k) plans and helps create and implement retirement plans aligned with company objectives. Its process begins with organizing financial information, such as tax returns, insurance documents, balance sheets, and cash flow statements. The firm then analyzes the information, presents recommendations, supports implementation, and monitors and adjusts strategies as circumstances and goals evolve.