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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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Your Values. Our Commitment.

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We're there to help you on life journeys.

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Resources you can use. Expertise you can trust.

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Where you need us. When you need us.

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ABOUT US

Focused on helping you realize your life goals.

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OUR TEAM

Comprehensive capabilities to help you manage your finances.

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RESOURCES

Research, news, and tools to keep you informed.

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CONTACT US

Request a complimentary consultation or visit us.

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Happening Now

Global Portfolio Strategy | July 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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.

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

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