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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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Comprehensive capabilities to help you manage your finances.

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Research, news, and tools to keep you informed.

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Happening Now

Client Letter | Midyear Outlook 2021 Picking Up Speed | July 8, 2021

Client Letter | Midyear Outlook 2021 Picking Up Speed | July 8, 2021

Markets are always forward looking, and in LPL Research’s Midyear Outlook 2021 Picking Up Speed, we help you keep your eyes on the road ahead.

Three Things That Worry Us | Weekly Market Commentary | June 28, 2021

Three Things That Worry Us | Weekly Market Commentary | June 28, 2021

LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.

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