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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Harbor Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Harbor Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

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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

    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 Partners

    Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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    Our Locations

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

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