Harlow Wealth Management, Inc.

Harlow Wealth Management, Inc., formerly known as "NW Tax & Wealth Advisory Group, Inc.," was established in 2005 by Danny J. Harlow and rebranded in July 2017. As of January 1, 2025, Christopher Harlow owns 100% of the firm. Harlow offers investment advisory and financial planning services, including investment management tailored to individual client needs and circumstances. The firm acts as a fiduciary, obligated to act in clients' best interests. Harlow typically recommends clients utilize unaffiliated Sub-Advisors who manage client assets in portfolios aligned with their investment objectives. The firm may receive compensation from Sub-Advisors based on assets managed. Harlow also provides financial planning services, insurance products through Harlow Insurance Agency, LLC, and educational resources. The firm manages $374,825,972 in discretionary client assets as of December 31, 2023. Fees for investment management services can be up to 1.55% of assets under management annually, with fees debited from client accounts. Harlow does not charge performance-based fees and does not participate in side-by-side management. The firm serves individual investors, 401k participants, trusts, estates, and businesses, with a minimum account size of $500,000. Clients have the option to grant investment discretion to Harlow, and the firm does not vote on client securities' proxies. Harlow does not have custody of client assets but may trade on clients' behalf with authorization. The firm does not vote on proxies for client securities.