Harmoney Wealth, PLLC
Harmony is defined as an arrangement of consistent, orderly and pleasing parts. The term is most commonly used in a musical sense with parts referencing tones. In our case at Harmoney Wealth, we view ourselves as your own personal CFO. We learn all aspects of your life and finances and then “conduct” the various areas of your finances to make sure it is all working in synch. We bring consistency and order to your finances - what we like to call “Harmoney.”
What separates us from all other wealth advisors? We do more than just scratch the surface -- we dig deeper to see you for you and not just your assets. We accomplish this by asking questions. What are your hobbies? What are your passions? What are your family dynamics? What charities or organizations are important to you? How do you want your legacy passed down to future generations? Has a major life-event impacted the way you earn, spend and save money? The answers to these questions vary between clients. Once we truly understand your values, behaviors, and goals, we match them with our expertise and strategies to create a finely tuned masterpiece. That’s the Harmoney Difference.