The Ward Halleron Group has the years of industry experience needed to carefully navigate the complexities of today’s financial markets. We combine practical knowledge with a deep understanding of our clients’ objectives in order to analyze investment opportunities, deliver strategic recommendations, and craft customized portfolios. As partners with Pershing and BNY Mellon, our clients also have access to private lending and specialized mortgage solutions not readily available through other wealth management firms.
We recently joined Harbor Investment Advisory, a full-service broker-dealer and investment advisor, headquartered in Baltimore, Maryland. The firm was founded by industry professionals with a vision to create a premier independent investment firm. We decided to make this move in order to deliver superior and impartial financial service to our clients. Our primary focus is offering retirement planning and investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients and their families.
As an independent firm dedicated exclusively to managing assets for wealthy individuals, families and institutions, Harbor Investment Advisory offers a rigorous and objective investment selection process, truly acting as a trusted advisor and confidant. We offer intelligent and innovative solutions and a thoughtful and comprehensive approach to multi-generational family wealth planning.
By following our credos of Objectivity, Integrity, and Trust, we seek to enhance the quality of life for our clients, their families, and our communities.