• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined investment processes bring customized strategies to your portfolio designed to accomplish your goals. Learn More

Risk Management

Your team at Harbor Wealth Management will evaluate your current risk exposures to make sure you are protected against life’s unexpected twists and turns.
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Tax Planning

Our team of in-house CPA’s will implement strategies to optimize your income and investments through proactive tax planning. Learn more

Wealth Planning

With a clear understanding of your entire financial picture, we provide 360° of guidance that leads to clarity, peace of mind and measurable results. Learn more

Estate Planning

Sit down with our estate planning professionals to design a plan that maximizes your assets while minimizing taxes and probate as much as possible. Learn more

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Personalized Wealth Management

Harbor Wealth Management, LLC’s mission is to help families build, maintain and protect their assets by following disciplined and transparent processes, resulting in clarity, peace of mind and measurable results. Our commitment is to provide the highest level of service for our clients in financial planning and investment management. We’re here to help guide you on your journey to financial security, so you can focus on what matters most in life.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Headquartered in Green Bay, Wisconsin, Harbor Wealth Management has the support network of advisors across the country. Contact us today to speak with one of our wealth advisors.

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Insights

Harbor Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Video
2017 1st Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Market Commentary
Weekly Market Commentary January 17, 2017

Amidst strong earnings reports from the banking sector and stocks like Bank of America and JPMorgan Chase, the NASDAQ Composite notched a new all-time high late last week. The index, heavy in financials, was up 1% the second week of January. In other news, retail sales in the U.S. were up 0.6% in December, led by car sales and gasoline but were roughly flat when excluding purchases at dealerships and the gas pump. Read more

Monthly Newsletter
Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind. Read more

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Blog
Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

    Blog post
  • Reviewing and Updating Your Estate Plan

    Published by Ben Goethel, Director of Wealth Enhancement Group | LinkedIn

    It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events. Read more

    Weekly Market Commentary
  • Weekly Market Commentary January 9, 2017

    Global markets were up last week, extending the rally even further and providing a stark difference between the first trading weeks of 2016 and 2017. The Dow Jones Industrial Average, gaining just over 1% last week, inched towards the psychologically significant 20,000 mark, ultimately coming within a fraction of a point and hitting new all-time highs before retreating. Read more