Harrison Xu

As Founder and President of Saratoga Private Wealth, Harrison leads the firm’s advisory strategy and client experience, helping high-net-worth individuals and families manage their wealth with clarity and precision. He is responsible for the vision, strategy, and operational excellence of Saratoga Private Wealth, striving to ensure the firm delivers disciplined planning, sophisticated investment guidance, and exceptional client service.

Harrison helps high-net-worth individuals and families manage their wealth through personalized, goals-driven advice. He is adept at navigating complex financial markets and designing customized portfolios aligned with each client’s long-term objectives. He provides high- and ultra-high-net-worth families with integrated investment, tax, and estate guidance designed to support multigenerational planning.

With years of experience in wealth management, Harrison brings a broad perspective to investment decision-making. His background includes roles in real estate investment analysis, technology-sector investment analysis, and specializing in custom fixed-income strategies, giving him a well-rounded, multidimensional approach to financial advising.

Prior to founding Saratoga Private Wealth, Harrison spent more than 11 years at Merrill Lynch, where he served as a Senior Financial Advisor working with high-net-worth individuals, families, and business owners. Earlier in his career, he worked at top RIA firms in New York’s Capital Region, where he developed a strong foundation in fiduciary planning and boutique-level client service.

Harrison earned his degree in Economics from the State University of New York at Albany. He lives in Saratoga Springs, NY, with his family and is the proud father of twin boys. Outside of work, he enjoys fishing, outdoors, and staying active with his sons.

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Saratoga Private Wealth, Empire Financial Advisors and LPL Financial are separate entities.