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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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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.

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Happening Now

Client Letter | Looking Forward | July 5, 2022

Client Letter | Looking Forward | July 5, 2022

Both stock and bond markets have been challenging this year, but LPL Research explains what this could mean looking forward.

Constructive, Not Complacent | Weekly Market Commentary | July 5, 2022

Constructive, Not Complacent | Weekly Market Commentary | July 5, 2022

LPL Research explains why they remain constructive on equities for the second half, but not complacent

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