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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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Happening Now

Client Letter | Six Months and Counting | August 5, 2021

Client Letter | Six Months and Counting | August 5, 2021

Amidst elevated valuations for the stock market, our outlook remains positive because of robust fundamental drivers.

Five Things To Know Heading Into August | Weekly Market Commentary | August 2, 2021

Five Things To Know Heading Into August | Weekly Market Commentary | August 2, 2021

LPL Research shares some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.

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