Wealth Management Services

 Wealth Planning

We’re here to help you design and achieve your vision for the future. We listen to your opinions, goals, dreams and concerns. 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

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. If gaps in your current coverage exist, we will find solutions to minimize any potential harm to achieving your goals. 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

Tax Planning

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