Flaharty Asset Management

Flaharty Asset Management provides services that address a variety of complex investment needs that often arise when you accumulate significant wealth. These principles provide the guide for our advice. Integrity- We are held to a fiduciary standard of care which allows us to closely align ourselves to the needs and objectives of our clients. Expertise - No matter how complex your individual needs, we have in-house specialists delivering personalized advice to help achieve your financial goals. (CFA®, CFP®, CRPC®, MSA, MBA). Process -Custom Family Index offering unconstrained, institutional asset management approach for our clients. We manage assets to meet the long term needs of your family, not Wall Street.