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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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Focused on helping you realize your life goals.

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Comprehensive capabilities to help you manage your finances.

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Happening Now

Client Letter | Could the Worst be Behind Us? | October 5, 2022

Client Letter | Could the Worst be Behind Us? | October 5, 2022

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian.

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.

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