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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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Comprehensive capabilities to help you manage your finances.

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Happening Now

Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023

Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023

Stocks have had a nice run, but at higher prices, the bar for further gains gets higher.

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.

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