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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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Where you need us. When you need us.

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Happening Now

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

Relief at the Pump and for Portfolios? | Weekly Market Commentary | June 27, 2022

Relief at the Pump and for Portfolios? | Weekly Market Commentary | June 27, 2022

2022 has been a rough year for the U.S. consumer, but LPL Research shares some potential signs that energy trends could be changing.

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