General Info

Harris myCFO is a wealth advisory firm that offers unbiased advice and services to high-net-worth individuals. The company features expertise in investment advisory, income tax planning and compliance, estate and trust planning, risk management, philanthropy and expense management. It provides consulting, administrative and reporting services throughout a broad spectrum of financial management initiatives. Harris myCFO s online capabilities include assets and holdings analysis; institutional, account and investment review; and tax implication and liability counseling. The company s specialized Internet platform systems enable its professional services staff to focus on value-added recommendations. It customizes programs to help clients implement wealth accumulation and protection strategies. Harris myCFO is headquartered in Redwood City, Calif.