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Approach & Services



Behind every individual, family and business is a unique story - a story filled with dreams, ambitions and celebrations of success. At The Harrison Group, we take the time to learn about your story and financial vision. 

Our Approach

Our team provides comprehensive wealth management for individuals and families. We guide our clients through all stages of their financial life, helping them achieve what’s most important to them.  With a focus on legacy planning, our greatest satisfaction comes from helping preserve our client’s family’s values and wishes for their wealth. Each phase of life comes with unique needs. We are here to support you with the right tools, resources and expertise regardless of where you are on your journey. Check out the investment strategies aligned with each season of life below.

Spring


In the early stages of wealth-building, the focus is on growth and taking advantage of time. Investment strategies prioritize higher-risk, high-reward opportunities such as equities, index funds, and early-stage real estate investments. Diversification, tax-advantaged accounts, and disciplined saving habits create a strong financial foundation.


summer


As income and assets increase, the strategy shifts to optimizing returns while managing risk. A well-balanced portfolio with equities, bonds, real estate, and alternative investments may ensure steady growth. Maximizing retirement contributions, tax-efficient investing, and establishing passive income streams become key priorities. Strategic risk managment also takes center stage.

autumn


With retirement approaching, wealth preservation becomes the focus. Investment strategies shift toward lower volatility, emphasizing income-generating assets like dividend stocks, bonds, annuities, and real estate. Portfolio rebalancing helps manage risk, while tax planning, debt reduction, and long-term care consideration ensure a smooth transition into retirement.

winter


Now is the time to harvest the rewards of disciplined investing. A conservative, income-focused approach may ensure long-term financial stability. Estate planning, charitable giving, and wealth transfer strategies become essential, helping to secure a legacy for future generations while maintaining financial independence.

Our Process

Our wealth management process revolves around you – your values, your priorities. Below is what you can expect when working with us.

Wealth management for you now

With access to advanced tools and full-service financial planning experts, our Financial Advisors provide tailored solutions for retirement, education, tax and estate planning, along with comprehensive strategies designed to help take you where you want to go. 

Discover how your Baird Financial Advisor can create a tailored wealth management strategy that supports your long-term financial goals. 

Retirement Planning

Your lifestyle will almost certainly change when you enter retirement - so should how you think about money. 

tax Management

Making the most out of our clients’ money starts with recognizing all the ways taxes can impact their financial future. Years of experience have prepared us to guide you through your life transitions. 

Estate Planning

It's not just for the ultra-wealthy. An estate plan can help you protect your assets and make things easier for your heirs. 

Education Planning

With more students graduating from college with thousands of dollars in student loan debt, funding an education can be one of the most impactful investments you can make. 

Additional Educational Resources

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All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

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Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

We're Here For You!

With over 80 years of combined experience, we have guided clients through all market conditions and life transitions. No matter where you are today, we're here to create a customized plan that grows with you - helping you build a secure and successful future.

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