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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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Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

LPL Research looks at what’s driving value’s 2022 outperformance, the technical trading setup for growth and value, and more.

Global Portfolio Strategy | November 8, 2022

Global Portfolio Strategy | November 8, 2022

The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.

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