How does the advisor help clients – Key Takeaways:
HARBOR WEALTH MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. The advisors at HARBOR WEALTH MANAGEMENT are dedicated to providing personalized, unbiased financial advice and guidance to their clients. Through their expertise and knowledge, they help clients make well-informed decisions about their money and investments.
Facts and Insights
HARBOR WEALTH MANAGEMENT has been in the financial services industry for over 20 years and has established a strong reputation for their professionalism and dedication to their clients. With a team of experienced and qualified advisors, they have the expertise to navigate the complex world of finance and create tailored solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million | 10 | 20 years |
Financial Services Offered
HARBOR WEALTH MANAGEMENT offers a wide range of financial services, including:
- Investment Management: They help clients build a diversified portfolio based on their risk tolerance and financial goals.
- Retirement Planning: They assist clients in creating a plan to ensure they have enough savings to retire comfortably.
- Estate Planning: They work with clients to develop a comprehensive estate plan to protect their assets and pass them on to their loved ones.
- Insurance Services: They help clients select the appropriate insurance coverage to protect their financial assets.
Client Types
HARBOR WEALTH MANAGEMENT works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
HARBOR WEALTH MANAGEMENT operates on a fee-only model, which means they are compensated solely by their clients and do not receive any commissions or incentives from financial products. This ensures that their clients’ best interests always come first. The fees are based on a percentage of the assets under management and are transparent and easily understandable.
Background
The team at HARBOR WEALTH MANAGEMENT has a diverse background in the financial industry and brings a wealth of knowledge and experience to their clients. They continue to stay updated on the latest trends and developments as they strive to provide the best financial advice and services to their clients.
Financial Advisor Disclosures to Know
As a financial expert, it is important to note that HARBOR WEALTH MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). They adhere to strict ethical and legal standards to protect the interests of their clients.