HARRIS BUCCHERI WEALTH MANAGEMENT GROUP

We offer guidance in all areas of our clients' financial lives, including investment and portfolio management, tax planning strategies, retirement and estate planning strategies, and corporate executive services. Our investment philosophy focuses on flexibility and risk management strategies while seeking to preserve capital during unfavorable market conditions. This philosophy is predicated on the core belief that investors typically prefer to avoid loss and make money in all market environments. As a result, many investors tend to abandon their traditional asset allocation after sustained losses, which could inflict lasting damage... We offer a complete range of financial services for the high net worth investor located in and around Naples, FL. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... The..

Also known as: Harris Buccheri

Primary location: Bel Air United States