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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
Educational Insights

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

Educational Insights:

At Artisan Wealth Advisory Group, we believe education is what empowers investors to reach their personal and financial goals.  In an era where markets evolve rapidly and financial decisions carry profound implications, access to quality education is indispensable. Whether you’re a seasoned investor, a budding entrepreneur, or simply someone seeking to enhance their financial literacy, we aim to empower individuals with knowledge and skills essential for navigating the complexities of finance. Our team has over __ years of experience in the wealth management industry, and we have created several resources for our clients to better understand trending topics.
Alternative Investment Education
You may be familiar with the term “alternative investments,” but what exactly do they entail? Foundations, endowments, and the ultra-wealthy have leveraged these privately accessible investment avenues to enhance returns and broaden the scope of their portfolios.
We have created educational videos aimed at bridging the educational gap surrounding this trending topic.

What is Private Equity?
This instructional video covers the realm of private equity, examining various strategies and illustrating the inner workings of a private equity fund. Learn more

What is Private Real Estate?
While many investors are acquainted with Real Estate Investment Trusts (REITs), Private Real Estate offers a unique avenue for diversification and access to strategies not present in public markets. This educational video delves into the realm of Private Real Estate, highlighting the distinctions between REITs and Private Real Estate, outlining available strategies, and explaining the mechanics of this type of investment. Learn more

What is Private Credit?
While traditional fixed income investments are commonly utilized by investors, high-net-worth individuals have the opportunity for additional exposure to credit. This educational video explores the concept of Private Credit, illustrating the differences from traditional fixed income. Additionally, it provides clarity on the various types of private credit and how these investments are structured. Learn more

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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Ten Key Questions to Ask When Choosing Your Financial Advisor

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Create an Investment Plan to Achieve Your Goals

Together, we can build a plan to help you achieve your goals.

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Family Business

How to Make a Family Business Last Generations

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Private Wealth AdvisoryFamily Office AdvisoryRetirement Plan Consulting

Regulatory DisclosuresLegal DisclosuresPrivacy PolicyCyber and Data SecurityMember FINRAMember SIPC

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.

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