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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.

Your Values. Our Commitment.

We're there to help you on life journeys.

Resources you can use. Expertise you can trust.

Where you need us. When you need us.

ABOUT US

Focused on helping you realize your life goals.

OUR TEAM

Comprehensive capabilities to help you manage your finances.

RESOURCES

Research, news, and tools to keep you informed.

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Request a complimentary consultation or visit us.

Happening Now

Client Letter | Many Reasons to be Thankful | November 4, 2021

Client Letter | Many Reasons to be Thankful | November 4, 2021

Although the past year and a half has tested us all, there are still many reasons to be thankful.

5 Things That Might Spook Markets | Weekly Market Commentary | November 1, 2021

5 Things That Might Spook Markets | Weekly Market Commentary | November 1, 2021

LPL Research faces five culprits that could potentially scare markets in the near-term.

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