--- title: Wealth Management Services | Harrington & Co description: Comprehensive wealth management, retirement planning, tax strategy, estate planning, and investment management — all delivered by fee-only fiduciary advisors. --- [Skip to main content](https://www.nopethemes.com/harrington-co/services#main-content) [![Harrington & Co .](https://www.nopethemes.com/hubfs/harrington-co-logo.png)](https://www.nopethemes.com/harrington-co/homepage?hsLang=en) - [Home](https://www.nopethemes.com/harrington-co/homepage?hsLang=en) - [Services](https://www.nopethemes.com/harrington-co/services) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Blog](https://www.nopethemes.com/harrington-co-blog/blog?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) [Schedule a Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Home](https://www.nopethemes.com/harrington-co/homepage?hsLang=en) - [Services](https://www.nopethemes.com/harrington-co/services) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Blog](https://www.nopethemes.com/harrington-co-blog/blog?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Schedule a Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) ![Harrington & Co wealth management services](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-4.jpg) OUR EXPERTISE # OUR SERVICES Comprehensive wealth management across six core disciplines. One unwavering commitment to your success. ## Focused guidance across six core areas of wealth management From portfolio management to multi-generational estate planning, our advisors bring decades of experience and a proven record of results. Every service area is led by a specialist who has guided hundreds of clients — so your financial plan is never a template exercise. 01 Portfolio Management + Your investments deserve a disciplined, research-driven approach. Our portfolio management team builds diversified strategies tailored to your goals, risk tolerance, and time horizon. We use institutional-quality research, tax-efficient rebalancing, and active risk monitoring to pursue long-term growth while protecting against downside. With over $2.8 billion in assets under management, we have the scale and expertise to deliver results. 02 Retirement Planning + Retirement planning is about more than saving — it is about building a sustainable income strategy for the rest of your life. Our advisors help you maximize Social Security benefits, optimize withdrawal strategies, plan for healthcare costs, and create income streams that maintain your lifestyle. Whether you are ten years from retirement or already there, we design a plan that gives you confidence and clarity. 03 Tax & Estate Strategy + Proactive tax planning and estate structuring are essential to preserving your wealth across generations. We work alongside your CPA and estate attorney to minimize current tax liability, structure trusts and gifting strategies, and ensure your legacy is protected. From Roth conversions and charitable giving to generation-skipping trusts, our strategies are designed to keep more of what you have earned in your family. 04 Risk Management + Protecting your wealth is just as important as growing it. Our risk management practice evaluates your complete financial picture — including insurance coverage, liability exposure, portfolio concentration, and contingency planning. We identify vulnerabilities and implement strategies to protect your family and assets against market volatility, unexpected events, and long-term care needs. 05 Business Succession + For business owners, your company is often your most valuable asset. Our business succession planning helps you prepare for a transition that maximizes value and minimizes tax impact — whether you are selling to a third party, transitioning to family members, or implementing a management buyout. We coordinate with legal and tax advisors to structure the deal and ensure your personal financial plan remains on track. 06 Family Office Services + High-net-worth families need more than investment management — they need comprehensive wealth coordination. Our family office services integrate portfolio management, tax strategy, estate planning, philanthropic advising, cash flow management, and lifestyle coordination into a single cohesive framework. We serve as the central hub for your family's financial life, ensuring every piece works together seamlessly. ![Advisors discussing strategy in modern office](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-4.jpg) WHY OUR FIRM ## Every relationship is led by a senior advisor — not delegated down At our firm, your financial plan will never be handed off to a junior associate or lost in a large book of business. We intentionally limit the number of client relationships each advisor manages so that every client receives direct access to a lead advisor with deep expertise. That level of attention is how we have maintained a 98% client retention rate across more than 1,200 families served. [Meet Our Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) 0 Years Experience 0 Assets Under Management 0 Client Retention 0 Advisors ![Client discovery meeting with advisor](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-5.jpg) 01 ### Discovery Every relationship begins with a confidential, no-obligation discovery meeting. We listen to your goals, review your current financial picture, and explain our approach in plain language — so you can make an informed decision about how to proceed. ![Financial documents and analysis tools on desk](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-10.jpg) 02 ### Financial Assessment Our team conducts a thorough analysis of your assets, liabilities, income, expenses, insurance, and tax situation. We identify gaps, opportunities, and risks to build a complete picture of where you stand today. ![Advisor developing financial strategy with research materials](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-8.jpg) 03 ### Strategy Design Based on our assessment, we build a comprehensive financial strategy designed to achieve your specific goals — whether that means aggressive growth, income generation, tax optimization, or a balanced approach. ![Two advisors reviewing implementation details together](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-6.jpg) 04 ### Implementation We execute your plan with precision — opening accounts, investing capital, coordinating with your CPA and attorney, and ensuring every piece of your financial life is aligned with your objectives. ![Advisor and client in ongoing review meeting](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-7.jpg) 05 ### Ongoing Review We monitor your portfolio and financial plan continuously, adjusting for life changes, market conditions, and tax law updates. Regular review meetings ensure your strategy evolves as your life does. “ > “They guided us through a complex retirement transition with professionalism and unwavering dedication. Our portfolio performance exceeded all expectations.” Robert & Diana Mitchell Retirement Planning Client “ > “During one of the most volatile market periods, this firm provided calm guidance and strategic rebalancing. We felt truly supported every step of the way.” Sarah Jennings Wealth Management Client “ > “Their attention to detail in our estate plan was remarkable. They identified tax-saving opportunities we never would have seen on our own.” Michael & Lisa Park Estate Planning Client “ > “The advisory team was outstanding. They built a diversified portfolio aligned with our values and kept us informed throughout the entire process.” David Chen Portfolio Management Client ## Retirement Savings Calculator See how your savings could grow over time with consistent contributions and disciplined investing. Current Age Retirement Age Current Savings Monthly Contribution Expected Annual Return Projected Balance at Retirement $0 Total Contributions $0 Investment Growth $0 Years Investing $0 Contributions Growth This calculator is for illustrative purposes only and does not constitute financial advice. Actual returns may vary. Past performance is not indicative of future results. ## Ready to discuss your financial goals? Schedule a complimentary discovery call with a senior advisor in the service area that fits your needs. [Book a Discovery Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) ![harrington-co-logo-negative](https://www.nopethemes.com/hubfs/harrington-co-logo-negative.png) Dedicated to building and preserving your wealth for generations. ###### Services - [All Services](https://www.nopethemes.com/harrington-co/services) - [Investment Management](https://www.nopethemes.com/harrington-co/services/investment-management?hsLang=en) - [Retirement Planning](https://www.nopethemes.com/harrington-co/retirement-planning?hsLang=en) - [Family Wealth Transfer](https://www.nopethemes.com/harrington-co/family-wealth?hsLang=en) - [Financial Calculator](https://www.nopethemes.com/harrington-co/financial-calculator?hsLang=en) - [Discovery Call](https://www.nopethemes.com/harrington-co/discovery-call?hsLang=en) - [Advisor Profile](https://www.nopethemes.com/harrington-co/advisor-profile?hsLang=en) ###### The Firm - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [Client Outcomes](https://www.nopethemes.com/harrington-co/client-outcomes?hsLang=en) - [Testimonials](https://www.nopethemes.com/harrington-co/testimonials?hsLang=en) - [News & Awards](https://www.nopethemes.com/harrington-co/news?hsLang=en) - [Careers](https://www.nopethemes.com/harrington-co/careers?hsLang=en) - [Events](https://www.nopethemes.com/harrington-co/events?hsLang=en) - [Community](https://www.nopethemes.com/harrington-co/community?hsLang=en) ###### Resources - [FAQ](https://www.nopethemes.com/harrington-co/faq?hsLang=en) - [Documentation](https://www.nopethemes.com/harrington-co/documentation?hsLang=en) - [Wealth Guide](https://www.nopethemes.com/harrington-co/wealth-guide?hsLang=en) - [Locations](https://www.nopethemes.com/harrington-co/locations?hsLang=en) - [Client Portal](https://www.nopethemes.com/harrington-co/client-portal?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Legal](https://www.nopethemes.com/harrington-co/legal?hsLang=en) Harrington & Co Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not indicative of future results. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. The firm is a fiduciary to clients. Advisory services are only offered to clients or prospective clients where Harrington & Co Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Harrington & Co Wealth Management unless a client service agreement is in place. © 2025 Harrington & Co Wealth Management. All rights reserved.