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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.

Your Values. Our Commitment.

We're there to help you on life journeys.

Resources you can use. Expertise you can trust.

Where you need us. When you need us.

ABOUT US

Focused on helping you realize your life goals.

OUR TEAM

Comprehensive capabilities to help you manage your finances.

RESOURCES

Research, news, and tools to keep you informed.

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Happening Now

Client Letter | An Attractive Entry Point | April 28, 2022

Client Letter | An Attractive Entry Point | April 28, 2022

The current investing climate is quite challenging, but LPL Research explains why history suggests patience will be rewarded.

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

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.

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