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

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.

Calendar Cruelty | Weekly Market Commentary | September 6, 2022

LPL Research discusses stock market for the fourth quarter during midterm election.

« 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.