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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

Client Letter | Outlook 2023: Finding Balance | December 6, 2022

Client Letter | Outlook 2023: Finding Balance | December 6, 2022

LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.

Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

LPL Research shares insights on publicly traded retailers and analyze their underperformance year to date.

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