WE ARE DEDICATED TO YOUR SUCCESS

Your wealth should be managed to have greater impact on
your life
your family
your world
your legacy

The right advisor is the only resource you need

Welcome to Harbor Asset Private Wealth, your haven for sound and objective advice, your very port for launching an enriched, exciting and rewarding financial journey.

With more than three decades of industry experience, Marti Marache understands how to evaluate a client's situation and propose viable solutions. It begins with carefully listening to learn about the client's concerns, preferences, and long-term goals.

The right advisor is the only resource you need

Welcome to Harbor Asset Private Wealth, your haven for sound and objective advice, your very port for launching an enriched, exciting and rewarding financial journey.

With more than three decades of industry experience, Marti Marache understands how to evaluate a client's situation and propose viable solutions. It begins with carefully listening to learn about the client's concerns, preferences, and long-term goals.

My number one priority is YOU. I am best known for helping my clients enjoy all the rewards that life can bring them.

I am a proven problem-solver and committed to actively helping clients live their lives, build their wealth and leave a legacy of success."

Learn more about why we went independent to better serve our clients

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Awards

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2021 Forbes Best in State for Men & Women for High Net Worth Clients #38

2020 Forbes Best in State Money Managers for Men & Women #90

2019 Forbes Best in State Money Managers for Men & Women #91

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2020 Working Mother Magazine – Best Financial Advisors In the Nation #204

2019 Working Mother Magazine – Best Financial Advisors in the Nation #227

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2021 SHOOK Research Top 1000 Female Wealth Managers in the Country #366

2020 SHOOK Research Top 1000 Female Wealth Managers in the Country #591

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About Harbor Asset

Through our family office approach, Harbor Asset Private Wealth is an independent wealth advisory firm with the experience and expertise to actively guide your financial decisions in order to fulfill your life's ambitions.

Our Team

Led by founder Marti Marache, our team shares a passion for serving our clients' interests.

Our
Solutions

We focus on addressing every problem with truly customized solutions that align with our clients’ goals.

Contact Us

We focus on finding a happiness quotient for each of our clients. If you're ready to have a conversation that could be the first step towards an even better life, we invite you to call on us today. We'd like to help you plan for your financial future.

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Source: Workingmother.com (October 2020) SHOOK Research considered women advisors with children living at home under 21 years old. Ranking algorithm is based on qualitative measures derived from telephone and in- person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information see www.SHOOKresearch.com.

Source: Forbes.com (April 2021) Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Forbes.com (February 2021) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.