Built on trust and collaboration

As a team built on trust and collaboration, we are proud to deliver a family office approach to managing your wealth, tailoring our services to your unique needs and goals for the future. At Harmony Wealth Partners, we develop personalized portfolios that focus on research and diversification, utilizing our firm’s immense resources to implement tax, estate, and investment strategies that are bespoke to each relationship.

As custodians of our clients' wealth, we have a strong sense of ethics and responsibility to manage your wealth to the best of our abilities, working hard to build trust through honesty, consistency, and transparency. We understand that as a business owner, your success not only shapes your future, but also lays the foundation for the well-being of your family and the legacy you leave behind. Consistency and stability are key in both business and wealth management to ensure that your hard work today translates into long-term security for you and your loved ones. By focusing on strategic financial planning, we can help you build your wealth with intention and foresight, creating a resilient financial framework that supports your family, nurtures your business growth, and preserves your legacy for generations to come.

Jason's signature

Jason Gifford, CPA, CMA, CIM

Kinny's signature

Kinny Dhaliwal, CFA

Chris' signature

 Chris Weiers, CPA, CMA, CIM

James' signature

James Law, CFA

Bringing harmony to all aspects of your wealth

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