Harbor Private Wealth Advisory

Champe S. Andrews, III

Providing objective customized financial planning solutions for individuals, families and nonprofit organizations

With decades of experience navigating different market environments, we deliver conscientious outcomes through a reliable planning and investment process. Through this process, starting with careful discovery and thoughtful problem-solving identification, we design a deliberate strategy to help clients realize short-term needs and lifetime goals.

Who We Serve:

Individuals and Families Approaching Retirement
Retirees
Corporate Executives
Business Owners and Entrepreneurs
Small Business Owner and Nonprofits

Areas of Focus for Our Practice:

Risk Mitigation
Investment Portfolio Design
Financial Planning
529 College Savings Plans
Retirement Plan Services

A Collaborative Approach

We take a client-first approach – focusing on what is important to you – by developing a fully customized financial plan. To protect against blind spots, we feel it is important to coordinate our strategy with all your trusted professionals, while establishing a service model to make sure we stay on track.

Goal-Based Investing to Improve Positive Outcomes

Everyone’s goals and situations are unique to them and requires an investment approach customized to meet those goals.

Retirement Plan

A retirement plan is a powerful benefit for a company and its employees. We focus on helping to maximize the benefit while minimizing the work for you.

Black Diamond Wealth Platform

Fully customized and data rich reporting system allowing you to review and scrutinize your investments with meaningful content that fits your desired level of information. This reporting is supplemental to your custodial statements and tax information.