{"id":18205,"date":"2015-11-04T10:50:00","date_gmt":"2015-11-04T15:50:00","guid":{"rendered":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2015\/11\/woman-moves-from-wall-street-to-saratoga-region-starts-cpawealth-management-firm.html"},"modified":"2017-11-08T13:47:12","modified_gmt":"2017-11-08T18:47:12","slug":"woman-moves-from-wall-street-to-saratoga-region-starts-cpawealth-management-firm","status":"publish","type":"post","link":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2015\/11\/woman-moves-from-wall-street-to-saratoga-region-starts-cpawealth-management-firm\/","title":{"rendered":"Woman Moves From Wall Street To Saratoga Region, Starts CPA\/Wealth Management Firm"},"content":{"rendered":"
\n
\n

\"thumbnail\n<\/div>\n

\n

Katherine Harris, president of CHS Wealth Management, with offices in Vermont and now in Saratoga Springs. Her staff helps clients with tax and wealth management issues.\n<\/p><\/div>\n<\/div>\n

BY JILL NAGY<\/p>\n

CHS Wealth Management promises a
\n“wholistic approach” to wealth management,
\naccording to company president Katherine
\nHarris.<\/p>\n

By that she means a “universal approach to
\nmoney,” looking at interrelated issues so that
\nnothing falls through the cracks.<\/p>\n

For example, when advising a client on investment
\nissues, the company will also examine
\nthe tax implications of those decisions in order
\nto avoid unpleasant surprises when income tax
\nday comes along.<\/p>\n

Harris, a CPA with an MBA and a master’s
\ndegree in accounting, spent a dozen years on
\nWall Street, much of it as a vice president with
\nBank of America’s securities division, advising
\nmajor corporations on investment strategies.
\nShe realized that, with a little modification,
\nthe same strategies could work with smaller
\ncompanies.<\/p>\n

“There is no reason they should be left out
\nof the party,” she said.<\/p>\n

She found that the heads of small companies
\nfeared that developing things like retirement
\nsavings plans for their employees were too
\ncomplicated for them to undertake.<\/p>\n

“We can show them how to navigate the
\npath,” she said. For example, she can guide them
\nin choosing a company to provide a 401(k)
\nretirement plan for the business.<\/p>\n

Often, she said, the owners of small businesses
\nare “not great at handling the innards
\nof their businesses.” That’s where CHS can
\nhelp with anything from advice on particular
\nissues such as retirement plans to “attest work”
\nreviewing a company’s books to a continuing
\nrelationship as a part-time chief financial
\nofficer.<\/p>\n

The company also advises individuals on investment
\nissues, estate planning, tax planning,
\nsavings for college, and other financial issues.
\nCome spring, Harris beefs up her staff with
\nadditional CPA’s and accountants to prepare
\nincome tax returns. During that time of year,
\nthe staff grows to about 15 people, from the
\nyear-round eight or nine.<\/p>\n

Harris is a native Saratogian, a graduate of
\nSaratoga High School, as well as SUNY Albany
\n(B.S. in finance and master’s in accounting) and
\nUnion College (MBA). In 2011, she decided to
\ngive up life on Wall Street and began looking
\nto come back north.<\/p>\n

She found that CPA firms “didn’t know what
\nto do with me” because of her advanced degrees
\nand extensive experience. “No one was going
\nto hire me, so I bought a firm,” she reported.<\/p>\n

That company was CHS Wealth Management
\nand CPAs with offices in Westminster and
\nSpringfield, Vt. The Saratoga Springs branch is
\nat 63 Putnam St.<\/p>\n

In Vermont, much of her work is done
\nface-to-face but she also makes use of Go to
\nMeetings, Skype and other Internet services.<\/p>\n

“I have a lot of clients I never actually sit
\ndown across the table from,” she said. In addition,
\nseveral of her employees work remotely,
\noften from out of state. In hiring, “proximity is
\nnot our concern, talent is.”<\/p>\n

Employees include CPAs, financial planners
\nand tax experts. There are no attorneys
\non staff, but Harris has several with whom
\nshe can consult and refer clieints. Clients also
\ncome from far and near, including more than
\n40 states, including Alaska.<\/p>\n

At the same time, the company’s website
\npromises “novel solutions to each person’s
\ncomplex suite” of issues, and no “cookie cutter”
\nsolutions.<\/p>\n

The website for CHSWealth Management
\nis www.CHSWealthMgt.com. The telephone
\nnumber is 1-866-247-6800.<\/p>\n","protected":false},"excerpt":{"rendered":"

Katherine Harris, president of CHS Wealth Management, with offices in Vermont and now in Saratoga Springs. Her staff helps clients with tax and wealth management issues. BY JILL NAGY CHS Wealth Management promises a “wholistic approach” to wealth management,…<\/p>\n","protected":false},"author":121,"featured_media":24484,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,22,44],"tags":[57,70],"class_list":["post-18205","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","category-financial-planning-investments","category-women-in-business","tag-business-news","tag-financial"],"yoast_head":"\r\nWoman Moves From Wall Street To Saratoga Region, Starts CPA\/Wealth Management Firm - Saratoga Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2015\/11\/woman-moves-from-wall-street-to-saratoga-region-starts-cpawealth-management-firm\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Woman Moves From Wall Street To Saratoga Region, Starts CPA\/Wealth Management Firm - Saratoga Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"Katherine Harris, president of CHS Wealth Management, with offices in Vermont and now in Saratoga Springs. Her staff helps clients with tax and wealth management issues. 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