Broker Check

Harbor Wealth Mangement

985-605-7185
jeremys@myharborwm.com

At Harbor Wealth Management, planning starts with you. Drawing on over 17 years of industry experience, we strive to provide investors with a truly personal wealth management experience. Whether you’re in the prime of your career, going through a life transition, or preparing for retirement, we are committed to enhancing your financial freedom.

Trust is a hallmark of our firm. We believe you deserve custom strategies that take everything into consideration, from risk tolerance and family situations to employment history and more. While shifting markets can provoke emotionally-driven decisions, we work diligently to help you avoid investment mistakes and stay on the right path. Through understanding the full picture of your financial life, we will align our plans with your most valued goals and objectives.

Our Principle

While our strategies are always customized with your unique needs in mind, our commitment extends beyond helping you achieve your objectives. We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. As your fiduciary, we are dedicated to serving you and your family’s best interests in every way.

Our Approach

Founded as a strategy-driven firm, we create comprehensive and flexible financial strategies that strive to meet the needs of today while laying the foundation for tomorrow. Our strategies are customized to your situation yet adaptable to change. When your life evolves, so should your strategies. Whatever you hope to achieve, our tailor-made strategies are built to help manage your wealth, minimize the burden of taxes, and give you confidence in pursuing your short and long-term goals.