Harmony Wealth Management

Harmony Wealth Management "Enjoy today while building for a brighter tomorrow!" Jeanne Helmar & Joe Ochotny, Jr. At Harmony Wealth Management, we have you - the client - in mind.

Our mission is to get to know you and help you achieve financial prosperity by understanding your desires, lifestyle, goals, and aspirations. We want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation. We understand the challenges clients face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals. We want you to sleep better at night by providing peace of mind knowing we’re looking out for you.

⚠️ Money is one of the most consistently cited sources of stress in America.For caregivers, that weight often increases!...
10/10/2026

⚠️ Money is one of the most consistently cited sources of stress in America.

For caregivers, that weight often increases! 😮

Having a clearer picture of where things stand can help ease some of the uncertainty that makes financial stress feel heaviest in the first place.

There's no clean solution to money stress.

Most of it is caused by the unknown. The uncertainty.

World Mental Health Day recognizes just how deeply finances can impact our well-being (and vice versa).

If financial stress has been sitting in the background of your life this year, a conversation with a professional can go a long way, be it a mental health professional or a financial professional. Pursuing comfort, understanding, and compassion is a team sport.

“Traveling – it leaves you speechless, then turns you into a storyteller.” — Ibn Battuta
10/09/2026

“Traveling – it leaves you speechless, then turns you into a storyteller.” — Ibn Battuta

Breast Cancer Awareness Month is an opportunity to prioritize health.Early detection through regular screenings is one o...
10/09/2026

Breast Cancer Awareness Month is an opportunity to prioritize health.

Early detection through regular screenings is one of the most effective tools we have in the fight against breast cancer.

Here are a few small things we can do this October:

✅ Schedule your annual screening if you haven't yet

✅ Educate yourself and others on risk factors and preventative lifestyle habits

✅ Support research and organizations dedicated to advancing breast cancer prevention and care

Taking charge of your health today makes all the difference for tomorrow. 🎗️

🎨 Some of the art world's most extraordinary paintings are about to return to the public eye after nearly half a century...
10/08/2026

🎨 Some of the art world's most extraordinary paintings are about to return to the public eye after nearly half a century.
On November 18, Sotheby's will auction 12 Impressionist and post-Impressionist artworks in New York. The collection, assembled by Argentine collectors Nelly Arrieta de Blaquier and Carlos Pedro Blaquier, is valued at approximately $450 million.
Among the highlights:
🌳 Vincent van Gogh's Chestnut Trees in Flower: Estimated at $180 million, the landscape was painted in 1890, shortly after the artist left a psychiatric asylum.
🖼️ Paul Cézanne's Arlequin: Estimated at $120 million, the portrait depicts the artist's son dressed as a harlequin.
🖌️ Works by Monet, Renoir, Degas, and Pissarro: The collection also includes Parisian cityscapes, a horse-racing scene, and a boating scene.
The collection has been largely unseen for about half a century, making this a rare look at works that have spent decades in private hands.
With Sotheby's anticipating international interest, the November auction could also set new records for the artists.
Which of these masterpieces catches your eye? ✨

A dozen Impressionist and post-Impressionist artworks valued at almost half a billion dollars are going up for auction.

There's a reason so many women business owners half-joke that their real title is "everything."More women than ever are ...
10/07/2026

There's a reason so many women business owners half-joke that their real title is "everything."

More women than ever are starting and running businesses, and they're doing it at a faster clip than the market overall.

Census data show women now own more than 14 million businesses nationwide, a number that's grown 26 percent since 2012, compared with 19 percent growth for businesses as a whole.

A lot of that growth is happening online, where women-owned businesses tend to be more digitally integrated than those owned by men.

It also means millions of women are managing key decisions from scratch:

💼 How income gets paid (salary, distributions, or owner draws) and what that means at budget time

💼 Which retirement vehicle fits, and how much room there is to contribute

💼 How healthcare, disability, and other insurance get sourced without an employer default

💼 How the business gets valued, and what a sale or transition would actually look like

💼 How personal finances stay untangled from the business's finances

Wearing a tall stack of hats doesn't make entrepreneurship harder than it's worth. Plenty of women running these businesses would say the trade-offs are part of the deal. But it does mean the hats keep stacking up, one on top of the other.

This month is a good time to tip our own hats to the women doing it all at once.

It's National Chocolate Covered Pretzel Day! In our area, we're lucky enough to have Asher's Chocolate Co. right around ...
10/07/2026

It's National Chocolate Covered Pretzel Day! In our area, we're lucky enough to have Asher's Chocolate Co. right around the corner. Their chocolate covered pretzels, plain or fancy, are absolutely delicious. It's a bonus that they are also a family-run business who have been working for five generations and counting.

🌠 October is bringing a little celestial entertainment! The annual Draconid meteor shower is expected to peak on the nig...
10/05/2026

🌠 October is bringing a little celestial entertainment! The annual Draconid meteor shower is expected to peak on the night of October 8–9, with excellent viewing conditions thanks to an almost moonless sky.
Unlike many meteor showers that are best viewed in the early morning hours, the Draconids are an evening event. This year's peak is expected around 9 PM EDT on October 8, so there's no need to stay up until dawn. 🌌
Here's how to make the most of it:
🔭 Find a dark spot. Head somewhere away from city lights with a clear view of the sky.
✨ Give your eyes time to adjust. Allow about 30 minutes to get used to the darkness.
🌙 Leave the equipment at home. You won't need a telescope or binoculars. Just look up and take in as much of the sky as possible.
The Draconids typically produce around five meteors per hour under ideal conditions, although they've surprised skywatchers with spectacular displays in the past.
The shower runs from October 6–10, so you may have several opportunities to catch a shooting star, weather permitting.
Will you be watching? 🌠

Good news! The Draconid meteor shower peaks under almost moonless skies on Oct. 8-9.

10/05/2026

Cyber criminals pay extra attention to accounts tied to money.A 2026 FBI study found that over 12,400 of those victims l...
10/05/2026

Cyber criminals pay extra attention to accounts tied to money.

A 2026 FBI study found that over 12,400 of those victims lost more than $100,000 each, and the average reported loss across elder fraud victims that year was $38,500. Here are a few habits to fine-tune your digital security this month:

🔐 Turn on multi-factor authentication everywhere it's offered. Yes, it’s annoying, but according to a 2026 CISA report, using it makes an account roughly 99 percent less likely to be broken into. It only takes a minute to set up.

🔐 Give every account its own password. Reusing one password means one leaked login unlocks everything else. A password manager handles this without requiring you to remember dozens of them.

🔐 When you go to the dentist, put a reminder on your calendar to also change your passwords. Changing passwords often makes your accounts just that much harder to reach.

🔐 Pause before clicking. Phishing remains the most commonly reported cybercrime in the country, more than any other category the FBI tracks.

🔐 Check statements regularly, and turn on account alerts. Catching something small and wrong early is a lot easier to unwind than catching something large and wrong months later.

🔐 Consider freezing your credit if you're not actively applying for new credit or loans. This takes 15 minutes, one time.

None of this requires becoming a security expert. Pick the one or two that you've been putting off, and do it this week.

What's one financial decision you've made that helped you feel more prepared for your future?For many of the people we w...
10/02/2026

What's one financial decision you've made that helped you feel more prepared for your future?

For many of the people we work with, it's not a single investment or product; it's taking the time to create an overall strategy.

🗓️ October is Financial Planning Month—which is all about how the pieces of your financial picture fit together to help pursue your financial goals.

It's about putting together a comprehensive approach that manages your investments and retirement, provides for your loved ones—all while staying flexible enough to adjust as things change.

💡 If you've been meaning to update your strategy or to create one for the first time, it's never too late to start.

Address

173 Main Street , Ste B
Lansdale, PA
19438

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12156996511

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