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.

Learn More

Your Values. Our Commitment.

Learn More

We're there to help you on life journeys.

Learn More

Resources you can use. Expertise you can trust.

Learn More

Where you need us. When you need us.

Learn More

ABOUT US

Focused on helping you realize your life goals.

Learn More

OUR TEAM

Comprehensive capabilities to help you manage your finances.

Learn More

RESOURCES

Research, news, and tools to keep you informed.

Learn More

CONTACT US

Request a complimentary consultation or visit us.

Learn More

Happening Now

Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | Weekly Market Commentary | December 15, 2025

The bull market appears poised to extend its run in 2026, fueled by ongoing enthusiasm around AI and further easing of monetary policy from the Federal Reserve (Fed).

More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | Weekly Market Commentary | December 1, 2025

This week, we broaden our preview and tease some other factors investors will want to consider when thinking about investing in 2026.

Contact Us

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

Contact Us