We help create generational
wealth for our clients.
Our Commitment To You
Wealth Our Way was founded with the belief that although all are created equal, all have not had equal access. We are dedicated to leveling the financial playing field and granting the same access that the wealthy have to every member of our society. Our mission is simple and concise, educate and facilitate. The foundation to any successful strategy or plan is an understanding of what it takes to be successful in that arena. At Wealth Our Way, we develop your financial literacy and promote your monetary excellence.
The process of estate planning seemed so overwhelming at first.
However, thanks to Wealth Our Way and the WOW Wealth Jumpstart, we completed the process in a timely and efficient manner.
This program gave us access to Charles "Tank" Harris' extensive knowledge and resources all at a fraction of what we thought it would cost.
The WOW Wealth Jumpstart guided us step-by-step through everything from creating estate documents to assessing our family's life insurance and retirement needs.
Wealth Our Way has made estate and financial planning stress-free and brought us peace of mind.
- Kenya Felton
THE FOUNDATION TO YOUR SUCCESS
Wealth Our Way was founded with the belief that although all are created equal, all have not had equal access. We are dedicated to leveling the financial playing field and granting the same access that the wealthy have to every member of our society. Our mission is simple and concise, educate and facilitate. The foundation to any successful strategy or plan is an understanding of what it takes to be successful in that arena. At Wealth Our Way, we develop your financial literacy and promote your monetary excellence.
I always knew that I needed to get my financial affairs in order but with only an elementary understanding of the process I never really pushed to get it done.
Tank's video on the WOW Wealth Jumpstart helped me to understand that the program could be as simple or involved as I wanted it to be. But no matter what, it would be tailored exactly to my financial needs now and into the future.
The WOW program provided me with a complete review of where I was and where I wanted to be. That information alone is worth the price of admission! My affairs are now in order and with Tank’s continued guidance I have no doubt that my finances are set for myself and my family for a long time to come.
Wealth Our Way truly is the only way for me!
- Anthony Wilkins
HOW WE DO IT
The first step in crafting a plan that makes your financial goals attainable is the development of these goals. Our process begins with assessing who you are financially today. At most firms where you are financially equates to what you have, not at Wealth Our Way. Our intake process allows us to interact with you in a transparent way, free from conflicts of interest. There is no sales motivation driving our process, you are the process.
WHY WE DO IT
I was raised by a single mother who by the age of 21, had three sons to provide for on her own. Ours was not a life focused upon building wealth, my upbringing focused upon surviving from one day to the next. A little more than a decade after my birth, my baby sister arrived. I had no idea we lived below the poverty line, to the left of me and right of me, everyone was in the same boat.
When I was fourteen years of age I ventured to a section of my beloved hometown of Philadelphia called Rittenhouse Square. It was on that day that I realized there were financial “haves” and “have nots” and that I was in the latter group. When I arrived home that night and discussed what I had seen with my mother, she explained to me the power of education and why she had been so adamant that my siblings and I forgo the streets to master the classroom.
I am proud to say that the strong single mother that raised me now has four college degrees, earned by her children, mounted upon her wall. The story doesn’t end there though. The hunger for education that my mother planted in us has continued to yield fruit. Today you are the beneficiary of what my mother instilled in me decades ago.
I have spent the past 20 plus years at some of Wall Street’s top financial firms. I have passed multiple exams, acquired multiple designations, logged countless continuing education hours and trained a myriad of the very financial professionals that are currently seeking to serve you. I have seen behind the curtain and I understand, now more than ever, why the streets of Rittenhouse Square were so much different than my own.
I founded Wealth Our Way on the flagship belief that, wealth is not only for the wealthy. It is our turn. Today is a new day. My commitment and pledge to you and your family is this, ACCESS. Access to knowledge, access to advice, access to guidance, access to the financial future you desire for you and your family.
I no longer live below the poverty line (neither does Mom) but I have never forgotten my humble beginnings and the debt I owe to this world. Wealth Our Way is more than a Financial Planning firm. Wealth Our Way is a movement. Join us!!
Sincerely
Charles M. Harris Jr.
Founder / President
I was introduced to Charles "Tank" Harris and Wealth Our Way late in the retirement planning process by a good friend and existing WOW client.
I was told that I would be pleasantly surprised by the ease at which my concerns and apprehensions about retirement planning would be put to rest. Pleased, is an understatement!!!
I strongly recommend Tank, Wealth Our Way and The WOW Wealth Jumpstart.
My transition into retirement has been stress free because of the planning and assistance provided by Wealth Our Way.
- Vicki Poole
TAKE CONTROL OF YOUR FUTURE