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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

Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025

Our 2026 fixed income outlook calls for a rangebound rate environment, cautious Fed policy, and a modest increase in spreads within corporate credit markets.

Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | Weekly Market Commentary | December 15, 2025

The bull market appears poised to extend its run in 2026, fueled by ongoing enthusiasm around AI and further easing of monetary policy from the Federal Reserve (Fed).

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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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