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.

Your Values. Our Commitment.

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.

ABOUT US

Focused on helping you realize your life goals.

OUR TEAM

Comprehensive capabilities to help you manage your finances.

RESOURCES

Research, news, and tools to keep you informed.

CONTACT US

Request a complimentary consultation or visit us.

Happening Now

Pockets of Vulnerabilities | Weekly Market Commentary | October 10, 2022

Pockets of Vulnerabilities | Weekly Market Commentary | October 10, 2022

LPL Research discusses Credit Suisse’s future, the weakening of the British pound, and expectations for November’s Fed meeting.

Global Portfolio Strategy | October 5, 2022

Global Portfolio Strategy | October 5, 2022

The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.

« Older Entries

Next Entries »

Contact Us

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