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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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Happening Now

How Soon Are Rate Hikes Coming? | Weekly Market Commentary | February 28, 2022

How Soon Are Rate Hikes Coming? | Weekly Market Commentary | February 28, 2022

With inflationary pressures running higher, LPL Research discusses why March could be a big month for monetary policy shifts.

Client Letter | Positivity Amidst Uncertainty | February 24, 2022

Client Letter | Positivity Amidst Uncertainty | February 24, 2022

Though stocks and geopolitical worries have made 2022 get off to a rocky start, LPL Research shares why there may still be some positive news.

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