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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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Happening Now

Have We Really Seen Extreme Pessimism Yet? | Weekly Market Commentary | May 9, 2022

Have We Really Seen Extreme Pessimism Yet? | Weekly Market Commentary | May 9, 2022

It’s been a tough year for stocks and bonds, but have we really seen extreme pessimism yet? LPL Research shares their thoughts.

Global Portfolio Strategy | May 4, 2022

Global Portfolio Strategy | May 4, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) continues to recommend a slight overweight to equities versus bonds.

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