Sarah Harris primarily works with business owners, executives and individual private clients. These are just some of the services she offers in collaboration with the team at Prime Capital Investment Advisors:
- Tax- favored investing and reduction strategies
- Wealth accumulation, management & preservation
- Holistic financial planning
- Portfolio design
- Risk management
- Trust and estate planning
- Insurance needs
- Retirement Income planning
Business and business owners:
- Qualified retirement plan design, implementation and services
- Fiduciary protection
- Executive compensation
Sarah Harris, AIF® Financial Advisor Sarah Harris’ passion is providing financial advice to business owners and individuals who believe in taking control of their financial futures. “Helping people achieve the feeling of stability and freedom that comes with financial success is incredibly important to me. I grew up the oldest of three raised by a single mom, finances were a real struggle for us. That’s why I am so passionate about helping my clients save and invest. My goal is for each client is the financial freedom to afford their life—to pay all their bills, do all the things they want to do and retire with ease when they are ready.”
Sarah has a degree in economics and holds her FINRA Series 66 registration as well as her Life and Health insurance license. She has a designation as an Accredited Investment Fiduciary® (AIF®). She rigorously pursues education and credentials in order to stay up to date. Currently, Sarah is enrolled in the certified financial planner (CFP) program at SMU.
Sarah concentrates on producing outcomes that align with her clients’ objectives. “I manage relationships, staying in communication with my clients about what we are doing for them, and getting feedback about any changes happening in their lives and businesses that might impact their plans.” Holistic financial planning is in demand even among highly educated professionals as people deal with all types of intricacies in their financial lives. Sarah understands that good financial planning not only requires a quantitative lens but also a deeper knowledge of the clients values, lifestyle, goals, purpose in life and family relationships.
Sarah spends about half of her time helping business owners with qualified retirement plans, such as 401(k)s, and the other half helping individuals grow their personal wealth. She’s quick to point out that it’s a hybrid situation; helping business owners with company retirement plans nearly always includes holistic planning for their own personal finances. “Prime Capital is very different in that we reach out to the people who are often left behind—the people who might have money in a 401(k) plan, but otherwise might not be able to afford a financial advisor,” she says.
Sarah was born and raised in The Woodlands, Texas, a small town on the outskirts of Houston. After high school she attended Southern Methodist University intending to double major in marketing and anthropology. A lecture by Dr. Robert Frost on the book, Atlas Shrugged, had a profound effect on her: she changed her major and switched universities, ultimately earning her Bachelor of Arts in economics from the University of Texas at Dallas.
She joined Prime Capital Investment Advisors and Qualified Plan Advisors as an intern during her spring semester of her senior year.
Currently, Sarah lives in Dallas with her husband, Jason, and beautiful brown eyed baby girl Adeline. She is an active member of the Junior League of Dallas and enjoys being involved in the arts community. When she has time off, Sarah enjoys Pilates, yoga, cooking, and traveling with her husband and daughter.
Advisory services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).