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.

Learn More

Your Values. Our Commitment.

Learn More

We're there to help you on life journeys.

Learn More

Resources you can use. Expertise you can trust.

Learn More

Where you need us. When you need us.

Learn More

ABOUT US

Focused on helping you realize your life goals.

Learn More

OUR TEAM

Comprehensive capabilities to help you manage your finances.

Learn More

RESOURCES

Research, news, and tools to keep you informed.

Learn More

CONTACT US

Request a complimentary consultation or visit us.

Learn More

Happening Now

Likely Protection From Near-Term Recession | Weekly Market Commentary | April 25, 2022

LPL Research explains why businesses and consumers are likely protected from a near-term recession.

What to Watch This Earnings Season | Weekly Market Commentary | April 18, 2022

With first quarter earnings season coming up, LPL Research highlights what they are watching and shares their latest thoughts on the 2022 profit outlook.

Contact Us

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

Contact Us