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Helping build your legacy, one asset at a time

At Harbor Summit Financial, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward meeting them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan.

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Your Values. Our Commitment.

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We're there to help you on life journeys.

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Resources you can use. Expertise you can trust.

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Where you need us. When you need us.

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ABOUT US

Focused on helping you realize your life goals.

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OUR TEAM

Comprehensive capabilities to help you manage your finances.

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RESOURCES

Research, news, and tools to keep you informed.

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CONTACT US

Request a complimentary consultation or visit us.

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Happening Now

Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025

Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending.

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.

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Have a question? Our investment advisors would be happy to answer any questions you have about your financial situation.

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