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Our Services

Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, we develop comprehensive strategies that allow clients to make stronger financial decisions. Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth.

Investments

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our investment management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives to assessing resources and your level of risk tolerance, we strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. As markets shift and your personal needs change, our customized strategies are built to evolve.

Risk Management

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. From life and disability, to long-term care and liability insurance, our team will analyze multiple areas of risk to ensure you have the proper coverage and asset protection structures in place.

Retirement Strategies

After a lifetime of work, it’s time you enjoy what you worked so hard to achieve. As your strategic partner, we strive to simplify the retirement process so you can prepare with confidence. In addition to creating and implementing custom retirement plans, we will monitor them as your needs evolve. Whether you’re just starting your career or are getting ready to leave the workforce, we will help you plan for your vision of retirement.

Estate Planning

Truly comprehensive planning exceeds retirement and the transferring of wealth. At Harbor Wealth Management, we offer custom solutions that establish a financial tradition across generations. Our approach to estate planning strives to achieve three goals: to control and direct assets according to your wishes; to reduce taxes paid by you and your heirs; to minimize all expenses, delay, and any potential legal problems. Holding ourselves to a fiduciary standard, we always act in your best interests as we promote your continued success from generation to generation.