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
Selling an investment property you've held for years can feel like a milestone - until you see the tax bill. Capital gains taxes and depreciation recapture can take a meaningful bite out of proceeds you were planning to reinvest. For many investors, a 1031 exchange offers a legal, time-tested way to defer those taxes and keep more capital working in real estate.
You work hard to reach a financial milestone like this. Then suddenly, you have more than $500,000 in the bank and no shortage of options. You could invest a portion of it, take the trip you've been putting off, pay down debt, renovate your home, or purchase another property. On paper, that kind of flexibility sounds exciting.
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.