Harbor Private Wealth Advisory

Kelly Novak Group

Delivering premier access to customized investment management solutions and high quality comprehensive financial planning

Our Practice

With decades of experience navigating various market cycles, we offer our perspective, discipline, and dedication to providing straightforward, hands on, customized wealth advisory solutions to assist in the proper stewardship of your assets. By taking a collaborative approach, we work with your tax and legal professionals to identify, simplify, and solve complex financial issues to help you achieve greater clarity and control.

Who We Serve:

High Net Worth and Ultra High Net Worth Individuals & Families
Business Owners and Entrepreneurs
Corporate Executives
Financial Service Executives (specifically Venture Capital, Private Equity, and Asset Managers)
Retirees Approaching Retirement
Family Offices
Complex Trusts
Private Foundations
Private Companies and LLCs

Areas of Expertise:

Investment Policy Formulation
Investment Portfolio Management and Design
Generational Wealth Transfer Planning
In Depth Financial Planning
Outsourced Insurance Consulting
Financial Literacy and Wealth Education for Children
Comprehensive Wealth Planning
Hedging Strategies and Risk management
Pre-Liquidity Planning
Restricted Securities (Rule 144 and Rule 10b5-1 Plans)
Manager and Investment Due Diligence
Comprehensive Consolidated Reporting
Lending Facilities

A Collaborative Approach

Discovery Process

Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Trust and Estate Strategy

Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation

Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation

Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy

After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment

In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.