Home | Harbor Summit Financial

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.

CONTACT US

Request a complimentary consultation or visit us.

Happening Now

Three Things to Watch This Earnings Season | Weekly Market Commentary | July 12, 2021

Three Things to Watch This Earnings Season | Weekly Market Commentary | July 12, 2021

After a remarkable performance during first-quarter earnings season, delivering an encore that will please investors will be tough.

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.

« Older Entries

Next Entries »

Contact Us

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