Bruce Harrison

CFP®

HCO Private Wealth

Investment Manager & Wealth Advisory Team

Bruce Harrison

CFP®

HCO Private Wealth

Investment Manager & Wealth Advisory Team

HCO is an investment-driven private wealth management firm that helps high net worth individuals comfortably achieve their pre- and post-retirement goals. - Bruce Harrison, CFP®

877-360-9325

Fee-Only Investment & Wealth Manager located in Roanoke, VA & Raleigh, NC with clients in 16 states across​ the country.

HCO Private Wealth knows that investors have different priorities – whether that’s growth in pre-retirement years or living comfortably within retirement. We have a range of strategies to help our clients meet their goals.

Our sophisticated investment system is designed to achieve good performance for clients in all markets. Our innovative system has a built-in mechanism to help shield our investors from market crashes and has the potential to protect their capital by being zero or 100% invested in the event of a downturn.

Service excellence is at the core of HCO Private Wealth. Our team is structured to anticipate and meet our clients’ investment needs. We can quarterback and work with tax and estate professionals to help you save time and focus on what matters: your family and career. We have a reputation for delivering, executing and excelling at everything we do.

 

 

Bruce H. Harrison founded HCO Private Wealth in 2009 as a boutique investment firm dedicated to providing sophisticated investment strategies and wealth management free of the bias, commissions, and restricted offerings of the Wall Street firms. Bruce received his B.S.M. in Finance from Tulane University in New Orleans, LA and has earned both the Certified Trust Financial Advisor and Certified Financial Planner© professional designations. Before starting Harrison & Company, Bruce worked as a Wealth Management Advisor at Merrill Lynch for six years after a 15-year career in banking including positions at Mellon Bank and SunTrust as a Bank Vice President, Trust Officer, and Wealth Manager.  

Bruce Harrison is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Investing is our passion.  Service is second nature.

HCO Private Wealth is an independent investment advisor registered with the U.S. Securities & Exchange Commission (SEC).  Our unique investment program is grounded in over 30 years of research about what works on Wall Street.  Our unique approach to investing takes advantage of factors which have been proven to lead to superior returns over time.  Combined with our risk management discipline which has the ability to exit the market entirely during times of stress to limit client market losses, clients are well positioned for superior long term performance.

Our relentless focus on objective advice and client service is made possible by our firm not having any affiliation with any bank, brokerage firm, or insurance company.   Clients assets are safeguarded by our custodian, BNY Mellon's Pershing division.  With over $1 trillion in assets under custody and a presence in over 30 countries, Pershing is one of the leading custodians in the country for high net worth families, institutions, pension funds, and sovereign wealth funds.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Tax Planning
  • Estate Planning
  • 401(k) Retirement Plans

Ideal Clients

  • Physicians
  • Business Owners and Executives
  • Retirees and Near Retirees
  • Sudden Money Situations

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Bruce Harrison is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Bruce Harrison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Bruce Harrison

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Office Locations:

  • 2008 Stephenson Ave SW
    Roanoke, VA
  • 555 Fayetteville street
    Suite 300
    Raleigh, NC 276010

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