How does the advisor help clients – Key Takeaways:
Harbour Wealth Management Group, Inc. provides comprehensive financial planning services to help clients achieve their financial goals and objectives. Through their expert guidance and personalized approach, they assist individuals and businesses in making sound financial decisions that align with their unique needs and circumstances.
With their team of experienced financial advisors and access to a wide range of financial services, Harbour Wealth Management Group, Inc. offers valuable insights and strategies to help clients achieve financial success and security.
Facts and Insights
Harbour Wealth Management Group, Inc. has been in business for over 15 years and currently manages over $500 million in assets for their clients. They have a team of 25 advisors who are dedicated to providing top-notch financial planning services to their clients.
The company prides itself on its client-centric approach, taking the time to understand each client’s unique financial situation and goals in order to tailor their services accordingly. This personalized approach has helped Harbour Wealth Management Group, Inc. maintain a high client satisfaction rate, with many clients entrusting them with their financial planning needs for years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15+ years |
Financial Services Offered
Harbour Wealth Management Group, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Business planning
- Education planning
With their expertise and access to various financial tools and resources, the team at Harbour Wealth Management Group, Inc. helps clients create a comprehensive financial plan tailored to their individual needs and goals.
Client Types
Harbour Wealth Management Group, Inc. works with a diverse range of clients, including individuals, families, business owners, and corporate executives. Their services are designed to meet the unique needs of each client, regardless of their financial situation or goals. They are committed to providing personalized and exceptional service to all their clients to help them achieve financial success.
Fees & Compensation
Harbour Wealth Management Group, Inc. operates as a fee-only financial advisor, meaning they receive compensation solely from their clients and do not earn commissions from recommending specific products or investments. This ensures that their advice is unbiased and in the best interest of their clients. They believe in transparent and fair pricing, and their fees are based on a percentage of the assets they manage for their clients.
Background
The team at Harbour Wealth Management Group, Inc. consists of experienced and qualified financial advisors who are committed to providing exceptional service to their clients. Their expertise and industry knowledge allow them to offer valuable insights and strategies to help clients achieve their financial goals. The company also places a strong emphasis on continuing education and staying abreast of the latest industry trends and regulations to better serve their clients.
Financial Advisor Disclosures to Know
Harbour Wealth Management Group, Inc. operates with the highest ethical standards and disclosure practices. Their advisors have a fiduciary duty to act in their clients’ best interests at all times. Additionally, the company has a thorough and transparent disclosure policy, ensuring that clients are aware of any potential conflicts of interest that may arise in the course of their financial planning services.