It’s time to bring harmony to your finances.
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We provide customized planning and wealth management to families, individuals, companies, business owners, executives and retirees. I am privileged to have the opportunity to serve you and support your financial journey.
- Kimberly Malesky -
Our Services
Investments
An overall approach to investment strategy requires discipline and diversity. Let’s customize your plan.
Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin saving. We will discuss the available options.
Generational Planning
True generational wealth appreciates in value as assets are passed from one generation to the next.
Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave your family.
Tax Planning
Minimize your tax bill with smart planning that leaves more money in your pocket come tax time.
Charitable Giving
The best gifts are planned. We’ll design a plan to help you support the causes closest to your heart.
Your financial success is my primary goal, and I thank you for your trust in Harmony Investment Management, LLC.
– Kimberly Malesky
Let’s Talk!
Our focus is your financial harmony
Get Directions
Address
1187 Coast Village Rd. Suite 1-778
Montecito, CA 93108
Phone: (805) 770-5235
Email: Kimberly@harmonyllc.com