Specialty Services
Emory Wealth offers an advanced range of services to meet your financial needs. From cash flow management to your wealth protection blueprint, strategic portfolio construction, optimized tax strategies, & your estate & legal planning, we are dedicated to helping you achieve your financial goals.
YOUR TRUSTED
FINANCIAL PARTNER
OUR FOUNDER
Michael Harris
Michael has spent his career helping families make smarter financial decisions, from optimizing portfolios, to implementing advanced tax strategies for ultra-high-net-worth clients, always with a focus on long-term growth and financial security. After years of working in the multi family office space, he saw that families of all sizes could benefit from the same level of strategic, tax-efficient guidance. To make that a reality, he founded Emory Wealth to provide customized financial solutions with a focus on proactive planning. Michael is passionate about helping clients grow their wealth, reduce taxes, and build a financial legacy they can feel confident about.
LATEST ARTICLES
Emory Insights
Most investors are familiar with index funds and ETFs. They’re simple, low-cost, and effective tools for gaining broad market exposure. But for high-income investors with sizable taxable portfolios, simplicity can come at a cost - particularly when it comes to taxes and concentration risk.
When saving for a child’s future, parents and guardians have several account options to consider. Each has its own tax benefits, flexibility, and limitations. Understanding the differences can help determine which is the best fit for your needs.
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When planning for retirement, one of the key decisions investors face is whether to contribute to a Roth or Traditional retirement account. Both offer tax advantages, but they do so in different ways, impacting how much you keep in retirement. Understanding the differences can help you make a strategic choice that aligns with your financial goals.
