Uniting the power of an institutional firm with the personal attention of a boutique practice.
Harbor Wealth Management was founded with a goal to help individuals and businesses build, protect, and preserve their wealth. As financial advisors in Slidell, LA, we specialize in retirement strategies, investment management, and estate planning. With over 17 years of experience, we draw on our heritage of experience to empower clients in their financial lives.
To help you pursue your goals, we employ a disciplined, five-step approach to wealth management: Exploration, Data Gathering, Plan Development, Implementation and Ongoing Monitoring. Our holistic process helps ensure our strategies are tailored to your needs as we implement and manage them for years to come. As your advocate, we strive to advance your best interests, enhance your understanding, and navigate you towards a stronger financial future.
Our spectrum of services is optimized for your success.
As your strategic partner, we always act with your best interests in mind.
We strive to build confidence in all chapters of your life.
Capture your risk tolerance and see if your current portfolio fits you.