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Harmony Wealth Partners

EST. AUM
$48,129,695

CONTACTS
2

CLIENT ACCOUNTS
50

Firm Details

Metro area Boston
CRD Number 330544
Website harmonywealth.com
Client types

Overview

Harmony Wealth Partners, founded in 2024, offers a comprehensive range of wealth management services for sophisticated families. These include investment management, family governance, legacy planning, and unique lifestyle services like wellness retreats and exclusive events. They focus on simplifying complex financial needs with transparency and accessibility. Additionally, they support advisors and partners through growth opportunities and business continuity solutions. Harmony Wealth aims to provide a richer, more seamless wealth stewardship experience for modern families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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