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Harbor Private Wealth Advisory

Artisan Wealth Advisory Group

Our clients rely on us to integrate and organize the various elements of their financial lives

Our Practice
The Artisan Approach
Client Accomplishments
Mapping a Path
Managing Investments
Protecting Assets
Passing It On

We deliver high quality, hands-on comprehensive wealth management solutions to affluent investors and their families. We pride ourselves on the ability to thoughtfully take our clients’ diverse needs and goals and craft a harmonized mosaic that allows the entire picture of their financial lives to come into focus.

Who We Serve:

  • Professionals
  • Business Owners
  • Corporate Executives
  • Domestic Engineers
  • High Net Worth Families
  • Retirees

Investing our hours to achieve for our clients:

  • Reduced her tax liability through portfolio management, life insurance structure and timing of retirement distributions.
  • Sealed up the family’s liability gap through asset retitling.
  • Alerted him that personal trust documents didn’t align with stated intent for beneficiaries.
  • Advised the company to establish a NQDC plan for tax management and employee retention.
  • Reviewed 1990’s era long-term care insurance policies along with premium and coverage variations to protect paid-in premiums.
  • Advised on Social Security maximization techniques.
  • Notified her of unclaimed assets held with the state.
  • Coordinated options execution strategy.

Converting Your Investments to Lifetime Income:

  • Retirement Income Strategy
  • Retirement Planning Analysis
  • Cash Flow Forecasting
  • Statistical Analysis
  • Stock Option Evaluations
  • Net Unrealized Appreciation Analysis
  • Budgeting Tools

Create a Custom, Tax-Efficient Investment Strategy… Not a Model Portfolio:

  • Individual Stocks — fundamentals and prospects at the individual company level are still very meaningful
  • Options Strategies — more finely tune the return and risk characteristics of a portfolio
  • Independent Money Managers — access to the full range of investment strategies
  • Exchange-Traded Funds — tax-efficient, low cost diversifiers for a portfolio
  • Individual Bonds — a true income tool vs. an interest rate play
  • FDIC-Insured Certificates of Deposit — ultimate safety for tactical and strategic purposes
  • Socially Responsible Investments — blend financial return with social and environmental good
  • Alternative Investments — less-than-perfect correlation to traditional investments

Comprehensive Risk Management:

  • Life Insurance Coverage Analysis
  • Supplemental Disability Analysis
  • Long-Term Care Insurance Illustrations
  • Corporate Trustee Coordination
  • Annuities Assessment
  • Alternative Investments
  • Covered Calls
  • Concentrated Stock Strategies
  • Historical Drawdown Analysis

Extensive Wealth Transfer Examination:

  • Estate Planning
  • Charitable Gift Planning
  • Legacy Planning
  • Asset-Titling Review
  • Complex Trusts
  • Philanthropic Mission Strategy
  • Family Foundations

Your Advisory Team

Phone: 410-659-8900

Contact Us
Paul M. Fox

CFP®, CRPC®, CIMA®, CAIA®, CPWA®, CEPA

Managing Director
Portfolio Manager

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Jennifer L. Winslow

CFP®, CPWA®, CRPC®, CEPA

Director,
Portfolio Manager

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Fred C. Hill, Jr. AIF®

CEO,
Managing Principal

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A. Patrick Boykin

Associate Vice President, Senior Client Relationship Manager

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Janet C. Marquardt

CFP®, CRPC®

Associate Vice President, Senior Client Relationship Manager

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Emily Allison

CRPC®

Associate Vice President - Senior Client Relationship Manager

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Topical Information

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Private Wealth AdvisoryFamily Office AdvisoryRetirement Plan Consulting

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Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.

©2010-2024 Harbor Investment Advisory, LLC. All rights reserved.

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