to a better wealth management experience
With CERTIFIED FINANCIAL PLANNER™ professionalism and expertise
LIFE EVENTS PLANNING
Whether it is Retirement, College, Career, and more
Proven strategies through analysis, allocation and portfolio design
With a Certified Divorce Financial Analyst (CDFA), with answers and financial consultation for your most urgent questions
We are here for you working fully remote. We are committed to providing the service you expect while doing our part to keep everyone safe and healthy. We can be reached at 303-939-8788 or via staff emails.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Over 30 years ago, we built Harbor Wealth Management with one goal in mind: To provide the best, CERTIFIED FINANCIAL PLANNER™ service in Colorado. Period.
We specialize in providing comprehensive financial planning and investment management to individuals, families, and small businesses since 1988 from our locations in Boulder and Denver.
CALL 303-939-8788 FOR A COMPLIMENTARY INTRODUCTORY MEETING
WE ARE WOMEN OWNED AND WOMEN OPERATED
This is rare in the financial planning industry, yet survey after survey confirms what we already know. Women-owned firms are known for building strong, trusted relationships with their clients.
We were among the first with a fee for services business model that takes the bias out of advice to our clients. We do what’s best for you, not the other way around.
Customized services for Millennials and young professionals.
Sadly, many financial planners have nothing to offer young adults. We do. We see you as the future, and so we want to help you get there financially sound. We want to help you create a solid foundation, avoid pitfalls to help you efficiently grow your wealth to achieve your dreams.
High Touch Service
That means when the industry standard ratio of clients-to-advisor runs in the 100’s to 1, we maintain a ratio of no more than 80 to 1. At Harbor Wealth Management, you’ll receive service that is high touch to be more in touch with your specific financial needs.
Over 30 Years of Business Success
When we started Harbor Wealth Management, choices were limited, advice was scarce, and the main product was in the form of commissionable trades for stocks. We took a different path that keeps our advice unbiased and our clients first.
Risk-adjusted Investment Portfolios
We put our clients in investment portfolios that are highly regarded by research firms for their strong, consistent returns.
We take special pride in forming lifetime relationships with our clients.
This facilitates long range planning for families and their multigenerational financial needs. We also work closely with our clients' other professional advisors to ensure a cohesive plan.
WHAT SHOULD YOU
EXPECT FROM US?
Professional approach. Caring attitude. Innovative thinking. Sound advice. Lifelong dedication. We deliver that and more to our clients, everyday. If you are considering a financial planner to guide you to your wealth management goals, we make this solemn promise to you: