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Our Solutions

Whether we’re working with individuals and families or institutional clients including endowments and foundations,

the solutions we recommend will always be congruent with the objectives of the individual client. We are accomplished and well-seasoned in every aspect of wealth management, and we are forward-thinking, seeking out the most beneficial opportunity for our clients. We consider their personal values as much as their goals. For our institutional clients, that includes their missions and mandates.

We listen carefully & have very practical conversations.

We ensure that the path we build – from our plans to our portfolios – is realistic for helping our clients pursue their goals. Skilled problem solvers, we nurture our relationships to give our clients the confidence to call us with any question or challenge. We look to turn those moments into solutions and opportunities.

We don’t believe that money makes you happy. But having options can.

Some of the services that we offer our clients include:

Private Wealth Management

Financial Planning

Retirement Planning & Income Planning

Investment Management

Intergenerational Transfers of Wealth

Cash Flow Management

Insurance Planning

Pension Plans & 401k Programs

Trusts & Estate Planning

Education Planning

Harbor Asset Private Wealth offers our clients access to exclusive premium syndicate deals from select partners including:

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.