Harbor Investment Advisory
Harbor Private Wealth Advisory

Artisan Wealth Advisory Group

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

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®

Managing Director
Portfolio Manager

Jennifer L. Winslow

CFP®, CPWA®, CRPC®

Director,
Portfolio Manager

Fred C. Hill, Jr.

AIF®

President,
Managing Principal

A. Patrick Boykin

Associate Vice President,
Client Relationship Manager

Janet C. Marquardt

CRPC®

Associate Vice President,
Client Relationship Manager

Katrina Kunkler

Vice President,
Director of Research

Topical Information

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