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