Business Information
I work with business owners, pre-retirees, retirees, and affluent individuals and families who want their financial lives structured with intention—not left scattered across accounts, strategies, and one-off decisions.
My focus is helping clients bring everything together into a cohesive plan, where each decision supports the bigger picture.
That typically includes:
• Wealth Management — structuring and allocating assets so everything works together
• Exit Planning — preparing for liquidity events or transitions out of a business
• Retirement Income Planning — turning assets into sustainable, predictable income
• Tax Strategy — making decisions throughout the year to control what you keep
• Legacy Planning — protecting and transferring wealth intentionally
Whether you’re building, transitioning, or preserving wealth, the goal is the same: clarity, efficiency, and a plan that adapts as life and income evolve.

Opening Times
Mon-Fri 8am-6pm, Sat 10am-6pm, Sun Closed

Email Addresses
justin.harnick@prudential.com

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