We are wealth managers and we help financially successful people navigate the challenging financial markets so that they can benefit from their endeavors and enjoy their time in retirement. We are a full service organization, from wealth management and tax reduction strategies to asset protect and estate transition planning. We do not measure our level of services against other financial firms- that just wouldn’t be good enough. We strive to lead our industry in excellence.
As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.
At Harwood Financial Group, we value timely and personalized communication. As a client, you will always have a dedicated point of contact providing personalized attention. We will be available to sit with you on a regular basis and if you have questions, just call and we will make sure your questions are answered promptly.
One of the valuable tools we offer to our clients is an on-demand reporting program called eMoney. This program provides an online “dashboard” to your finances allowing you to bring together all of your financial accounts into one convenient dashboard. You will be able to view all of your financial accounts, banking and credit card information in one convenient location. eMoney will provide you with online access to all your statements and the ability to quickly create and print reports and statements integrating all aspects of your finances. No more remembering multiple websites and logins and having to go from site to site to piece your financial life together. This service is optional and is provided free to all of our clients. It’s a perfect addition to our comprehensive and transparent approach to investing.