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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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We're there to help you on life journeys.

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Where you need us. When you need us.

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Comprehensive capabilities to help you manage your finances.

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Happening Now

Client Letter | April Showers Bring May Flowers | May 4, 2022

Client Letter | April Showers Bring May Flowers | May 4, 2022

LPL Research explains why they remain optimistic that more sunshine could be coming.

Why You Shouldn’t Sell in May This Year | Weekly Market Commentary | May 2, 2022

Why You Shouldn’t Sell in May This Year | Weekly Market Commentary | May 2, 2022

In this week’s Weekly Market Commentary, LPL Research tackles a commonly cited seasonal pattern and why it might not play out this year.

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