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About

Harvard Wealth Strategy and Management (HWSM) is the world’s premier advisory firm dedicated to family legacy and wealth education.

Passing the Torch of Wealth Across Generations

Headquartered in New York, we provide bespoke strategies that empower families and businesses to build, preserve, and transfer wealth across generations. Our approach ensures sustainable success through tailored guidance and innovative, win-win solutions.

Our Mission

We empower individuals, families, and enterprises to achieve exponential growth, sustain wealth across generations, and turn bold visions into reality.

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Our Commitment

At HWSM, we specialize in helping families and businesses create, grow, and sustain generational wealth and legacy. We offer personalized strategies designed to optimize wealth preservation while fostering long-term success. With our expertise, you receive tailored insights and solutions that go beyond expectations to achieve extraordinary results.

Want to learn more?

Email us at info-hwsm@gmail.com to schedule a consultation.

Let's Connect

No future is too big or too small for us. Our goal is to help create a positive future for every client.

© 2025 by Harvard Wealth Strategy & Management.

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