Heath HarrisVanguard estimates skilled advisors can add 3%+ in returns per year. Discover what Advisor's Alpha really means—and how Compound Advisory helps clients build, preserve, and compound wealth with a smarter strategy.
Heath HarrisNew Blog Featured in Yahoo Finance: One business owner paid nearly $3 million in taxes after selling his company — even though he had a financial advisor. With proper planning, we could’ve saved him $1.7 million. Learn how to avoid the same mistake. Description
Heath HarrisDiscover how a business owner sold a $50 million company using a tax-efficient ESOP strategy under IRC Section 1042 and potentially saved over $10 million in taxes.
Heath HarrisTrump's "One Big Beautiful Bill" permanently raises estate tax exemptions to $15M and locks in tax cuts. What high-net-worth clients need to know now.