A financial advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. As a result, it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.
At Harbor Wealth Management, we want to make it easy for you to get to know us and understand how we can help you and your family. We are an independent wealth management firm that strives to provide the intimacy of a small practice with the solutions and array of services of a national company. As someone ingrained in my community, I formed this firm with the desire to solve families’ needs for customized financial solutions and trusted, long-term guidance.
What We Do
Throughout life, you have endless opportunities, but unless you have a strategic plan, it can be hard to ensure you have a port from which to venture out and to establish your ideal place to dock. At Harbor Wealth Management, we want to help you embark on a journey to your goals and find safe harbor. Through tailored risk assessment and careful planning, we’ll help you live the life you’ve imagined.
We provide personalized plans designed to match your needs and goals. Serving as your financial stewards, our team of advisors work with you to plan for your future while managing and preserving your wealth.
With a diverse team of experienced professionals who maintain a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them make smart decisions with their money. With a dedicated team of specialists on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
How We Work
As a small independent firm, we offer an objective approach to financial planning. Every person’s financial situations and goals are unique, and therefore they deserve a personalized approach to planning and investing. Through our customized personal approach, we listen, evaluate, and create individualized strategies for our clients with objectivity and high ethical standards.
We also recognize that financial planning and investing is an ongoing process. Investment objectives can change over time, we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or protecting assets for future generations, we seek to provide the financial planning resources and ongoing management necessary to help you continuously work toward your goals.
Our personalized process has led to us building long-lasting relationships with so many clients. We’re proud to serve as a go-to resource and support system when someone has a question or faces a tough decision.
Who We Serve
While we serve a diverse range of clients, the vast majority are pre-retirees, retirees, small business owners, and widows, along with some Millennials and medical professionals. As we tend to have deep relationships with our clients, many of the people we work with value the benefits an advisor can offer. They reach out to us when they’re contemplating a financial decision and rely on us as a sounding board and personal chief investment officer. Our goal is to add value in any way we can that goes beyond helping them grow their net worth.
We tend to view our clients as friends and family because we get to know them on a personal level. As a result, I think clients choose to work with us and refer others to us is the trust we establish. We look out for their best interests and look out for them. Regardless of the services we offer, our overarching goal is to provide confidence that the areas of planning and investing we addressed are objective and top of class in terms of advice.
Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial life? We’d love to talk and see how we can help you. Take the first step today by calling us at 985-605-7185 to schedule a phone appointment or face-to-face meeting.
With nearly two decades of experience in the financial services industry, Jeremy Smith serves as a dedicated and knowledgeable financial advisor and the founder of Harbor Wealth Management. He specializes in serving retirees, pre-retirees, small business owners, and widows, providing a comprehensive array of investment management and financial planning services. Jeremy aims to serve his clients as a financial guide who is here for their every need, helping families find lasting solutions so they can focus on what matters most to them. To learn more about Jeremy, visit www.myharborwm.com or connect with him on LinkedIn.