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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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Where you need us. When you need us.

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Happening Now

Ready, Set, Hike | Weekly Market Commentary | March 14, 2022

Ready, Set, Hike | Weekly Market Commentary | March 14, 2022

The upcoming Federal Reserve meeting is approaching, and LPL Research discusses why it could mean potential rate hikes.

Downshift in U.S. Growth but Still Above Trend | March 7, 2022

Downshift in U.S. Growth but Still Above Trend | March 7, 2022

We currently expect the U.S. economy to grow 3.7% in 2022. The risks are to the downside since the Fed may err on tightening too fast

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