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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.

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.

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Comprehensive capabilities to help you manage your finances.

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Happening Now

Global Portfolio Strategy | September 7, 2022

Global Portfolio Strategy | September 7, 2022

The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.

Client Letter | The Best and Worst of Times | September 7, 2022

Client Letter | The Best and Worst of Times | September 7, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.

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