About Us

Your Guide to a Tax-Savvy, Confident Retirement

We help people just like you—retired or approaching retirement—make smart decisions in the five key areas that matter most: investment management, tax planning, retirement income, estate planning, and healthcare. We aim to simplify the complex and give you a clear plan for the future. With personalized guidance every step of the way, you can move into retirement with clarity and confidence.

Meet the Team

Pat Schultz, CFP®, CIMA®

Wealth Advisor & CEO

(704) 413-6648

pat@harrimanhallwealth.com

After starting my career on the institutional side of finance, I realized I wanted something more personal—something where I could see the real impact of my work. I’ve always been drawn to helping people reach their goals, and wealth...

Shikha Midha

Wealth Advisor

Shikha serves as a Wealth Advisor at Harriman Hall Wealth and also supports the broader firm as Director of Centralized Wealth & Planning at Concurrent Investment Advisors. In that role, she helps build scalable processes that improve...

Jake Feldman

Client Service Associate

Jake Feldman earned his degree in Finance from the University of Maryland and has built his career around helping clients and advisory teams stay organized, informed, and well-supported. He started in wealth management at Morgan...

Caitlin Schultz

Client Service Associate

caitlin@harrimanhallwealth.com

Caitlin brings a thoughtful blend of education and marketing experience to her role at HarrimanHall Wealth. With a master’s in education and a background that includes serving as marketingdirector for a youth physical education company...