Providing wealth planning, investment management, private banking and lending solutions for the region’s successful business owners and families
We focus on a limited number of client relationships in order to provide highly customized advice and exceptional service. With decades of experience navigating various market conditions, we offer our perspective, discipline and access to premier investment solutions to assist in the proper stewardship of your assets. We counsel clients with attention to detail in collaboration with your tax and legal professionals on managing the complexities of your wealth.
Providing comprehensive investment portfolio management and wealth advisory solutions for families and individuals seeking personalized service.
Business owners have unique needs requiring careful execution of estate planning and investment portfolio design to compliment their company holdings.
There are many ways to structure a family office to include creating your own in-house entity, outsourcing to a multi-family office, and/or a combination of carefully selected service providers. We partner with family offices to support an effective and customized framework, which involves the coordination of your internal administration with select tax, legal and investment professionals. This approach provides the flexibility to utilize those independent services most important to your needs and engage only those professionals that you feel comfortable advising your family.
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. All clients and investors should consult with their own tax, legal and accounting advisors before engaging in any potential strategy or investment. Investing involves risk, including risk of loss. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC.
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