Formed in 2008, Harkins Wealth Management (HWM) is a wealth management firm dedicated to paramount and personalized client service as well as unbiased financial management, wealth planning and investment counsel.
We aspire to become the wealth management firm of choice for clientele that expect sophisticated wealth planning counsel, portfolio construction, and personalized client service. HWM is fully independent , having no conflict of interest, which enables our consultants to provide unbiased financial advice while making the most appropriate choices for our clients tailored to their individual situations, including the ability to manage assets without any restrictions and access to useful and dependable research.
Our clients are high net worth individuals, families, nonprofit entities, corporate executives at public and private companies, and business owners to whom we provide wealth planning, investment counsel, and financial management as well as retirement plan solutions.
We are committed to the highest standards of excellence.
Our clientele is our top priority and their success is our primary goal. They rely on our dedication, personal attention, and quality of advice, judgment and overall professionalism.
Our business model allows us to focus on developing long-term relationships with our clientele that are built on personal attention and an understanding of their long-term financial goals and lifestyle aspirations. Our managing director, Frederick J. Harkins, AAMS®, CRPC® is the wealth manager for each client’s account; and is the decision maker, along with his clients, regarding investment philosophy and approach. He works with his clients to create update and implement their financial plans and is responsible for the clients’ overall satisfaction with HWM.
We recognize that a changing economy presents new challenges each day and we are prepared for those challenges. Our years of financial and market expertise and knowledge of new financial investment tools may potentially lead to better outcomes for our clientele so that they can pursue their financial goals.
We combine up-to-date investment skills and knowledge of modern portfolio theory with a transparent financial practice that recognizes the value of patience, resilience, perseverance and results. We provide a personalized approached to investment planning and wealth management. Our investment philosophy is centered on a 360 degree view of each client’s current and future financial and lifestyle situation, goals and aspirations.
Our investment approach hinges on personalized attention resulting in a customized wealth plan that helps our clientele manage their current and future financial situation. We then execute their plan to ensure our clients work toward their long-term financial goals and lifestyle aspirations.
Our confidence comes from more than 20 years of combined financial market, money management, and financial planning advice and experience. Each individual at HWM is a seasoned professional and holds an AAMS® or CRPC® designation.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: RI, MA, CT, FL, ME, NJ, OH, PA, NY.
