Please find below various services offered by the advisors and staff of Harkins Wealth Management.

Comprehensive Financial Planning


Financial planning services are available for individuals that are ready to clarify, simplify and organize their financial life.  An advisor will work with you to define goals, analyze options, and implement strategies according to your priorities.  Our goals is to provide confidence in your future.  Click here to learn more...

Investment Management


Partner with an experienced financial planner to define your investment objectives, time horizon and risk tolerance.  From there the financial planner will design, implement and manage your investment strategy - making sure you're informed of the progress being made towards your goals.  Click here to learn more...

Divorce Financial Planning


Work with a Certified Divorce Financial Analyst practitioner to preserve family assets and navigate the divorce process.  The CDFA® professional, working with you, will provide an analysis of different settlement options and the financial impact those options may have on you in the short, mid and long term.  Click here to learn more...

Ethical Investing


Today, there are more options than ever for those of us who want to support socially conscious, sustainable, and ethical business practices, women in leadership, gender equality, and projects that encourage positive environmental benefits. We work to provide our clients increased clarity.  Click here to learn more...

Risk Management


Our advisers understand that managing risk is a key part of the financial planning process – protecting yourself and your family are top priorities.  We’ll work together to answer all of your risk management or life & health insurance questions and protect what matters most to you. Click here to learn more...

Retirement Plans


The responsibility of saving for retirement has shifted.  Employers often offer self-directed 401k or 403(b) plans where each participant is responsible for their own investment choices. Managing your retirement plan can feel overwhelming. We can help keep you on track.  Click here to learn more...

Healthcare Professionals


Healthcare professionals often face many unique challenges when it comes to the financial planning process.  Luckily, our advisors have experience working through these challenges and addressing each unique need.  Free up your time by letting us work on the financial planning.  Click here to learn more...

Professors & Educational Faculty


As a professor or university employee you have worked for many years educating future generations and working to accumulate assets in your university retirement plan. These plans often have unique features to consider during retirement income planning.  Click here to learn more...

One-Time Event Analysis


Occasionally, individuals seek targeted solutions for specific goals or situations. In this case, we can work together on a limited basis to provide guidance on the most appropriate solutions for your circumstances.  From estate planning to loan refinancing - our advisors would be happy to help.  Schedule a free consultation and meet with us.