AI Profile
Financial Advisors · San Jose, CA
Serves San Jose and surrounding Silicon Valley communities
Last Crawled by AI
June 2, 2026
AI Platforms
6 monitoring
Updated by Lantern
April 21, 2026
Harris Private Wealth is an independent financial advisory firm serving high-net-worth clients in the San Jose area. They provide personalized wealth management, investment advisory, and financial planning services designed to help affluent individuals grow and protect their assets. The firm focuses on tailored strategies for clients seeking comprehensive financial guidance.
Independent Firm
Personalized Wealth Strategies