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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.

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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 | Change May Bring Opportunities | October 7, 2021

Client Letter | Change May Bring Opportunities | October 7, 2021

Change is disruptive but it also brings opportunities for the next leg higher for this bull market.

Early Thoughts on 2022 | Weekly Market Commentary | October 4, 2021

Early Thoughts on 2022 | Weekly Market Commentary | October 4, 2021

With the fourth quarter underway—historically the best quarter for stocks, by the way—2022 is fast approaching.

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