Jamie Cross's Colleagues at Harlow Wealth Management, Inc.
Jamie Cross's Contact Details
360-573-2522
Harlow Wealth Management, Inc.
Jamie Cross's Company Details
Harlow Wealth Management, Inc. is an independently-owned and operated Registered Investment Advisor firm (RIA). We serve clients living in the greater Portland metropolitan and southwest Washington areas, with an office in Clackamas, Oregon, and our corporate headquarters in Vancouver, Washington. While our firm was officially created in 2005, our founding president, Danny Harlow, has been serving the retirement financial planning needs of our community since 1973. We focus on helping those who are retired or about to retire with building a customized retirement strategy. We use our proprietary 5-Pillar Retirement Blueprint, which addresses the following 5 key areas: designing a sustainable retirement income strategy, addressing healthcare and long-term care risk, investments and growing your portfolio, taxes, and estate/legacy strategies.