Professional Profile
Call Me When
Call Me When... An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Contact Method
gail.harris@wealthspire.com
Profession
Professional Certifications
CFP, CIMA
Functional Expertise
Business Focus

Transition Planning Certification
Client Industries
Client Results
Make XPX Part of Your Business Plans
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© 2023 XPX Global LLC. All Rights Reserved.
Explore
Learn
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Help & Support
© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use