With a personal interest in the lives of his clients, Harlan takes a hands-on approach in developing and implementing investment strategies on their behalf. A strong believer that each client deserves consistent focus and attention, he recognizes that each has worked hard to achieve financial success and he is dedicated to helping them build on and protect that success. Accordingly, Harlan makes himself available to meet with clients at their places of business, at home, or anywhere that enables them to stay productive while providing him with insights into what makes them successful, their motivation, lifestyles, and financial objectives. Harlan prides himself on the wide range of appropriate advice he brings to a diverse array of clients: advertising and media professionals, independent business professionals, entrepreneurs, corporate executives, couples and individuals. His goal is to provide wealth accumulation strategies with an emphasis on prudent growth and asset preservation, all tailored to meet the investors long term goals. In assisting with issues including those affecting LGBT and domestic partner planning, titling and organization of assets, trusts and estate planning strategies, generational asset transfer, retirement, business succession planning, and funding special interests, Harlans clients appreciate that, in many cases, his experiences mirror their own. Happy to guide them through the investment process, Harlan urges sensible expectations and realistic goals. He begins each new client relationship with an in-depth discussion exploring many topics including goals, timeline and risk tolerance. From there, he formulates and presents a custom-tailored strategy for moving forward. A graduate of Choate Rosemary Hall and Lafayette College, in his spare time Harlan enjoys reading and weightlifting.