Investment Management

Bo Harris Wealth Management has the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk. LPL Financial also offers BHWM one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

We provide access to and advice in all the following areas:

  • Equities

  • Fixed Income

  • Mutual Funds and Exchange Traded Funds (ETFs)

  • Annuities

  • Alternative Investments

  • 3rd Party Investment Managers

  • Cash and Banking Services

  • Education Funding

Bo Harris Wealth Management also manages a number of proprietary discretionary portfolios by GWM Advisors. (GWM PORTFOLIOS). Each portfolio strives to match investment objectives to the most suitable investment mix.

SERVICES

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and Bo Harris Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: LA

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.