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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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Happening Now

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.

Six Surprises So Far In 2021 | Weekly Market Commentary | July 26, 2021

Six Surprises So Far In 2021 | Weekly Market Commentary | July 26, 2021

2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises.

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