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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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Happening Now

Xi Jinping’s Influence to be Tested | Weekly Market Commentary | October 3, 2022

Xi Jinping’s Influence to be Tested | Weekly Market Commentary | October 3, 2022

As investors await the results of China’s upcoming plenum, LPL Research discusses where China is headed.

Client Letter | Better Times Ahead | September 28, 2022

Client Letter | Better Times Ahead | September 28, 2022

LPL Research discusses elevated uncertainty in financial markets due to high inflation and rising interest rates.

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