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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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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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Happening Now

COVID Update: Delta Variant Market Impact | Weekly Market Commentary | August 9, 2021

COVID Update: Delta Variant Market Impact | Weekly Market Commentary | August 9, 2021

LPL Research shares some insight into how the Delta variant may impact markets throughout August 2021.

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.

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