Harbor & Staff Archives - Harbor Wealth Management

Retirement Questions? Ask a CRPC!

Ever wondered what a CRPC (Chartered Retirement Planning Counselor) is? Harbor sits down with our own Carolyn Rice, CRPC, to find out. Harbor Wealth Management: Hi Carolyn, thanks for being with us today. Can you tell us a little bit about your role here at Harbor Wealth Management? Carolyn Rice: I’m a Client Service…

A User Guide to Orion Reports

As we recently made the transition to Orion Advisor Solutions, we thought it would be helpful to provide a User Guide for the Portfolio Performance Reports that are provided periodically. The User Guide outlines and explains the sections throughout the report, detailing the different report components and definitions. Several of the topics covered within the…

Harbor Welcomes Trevor Tuthill!

Harbor Welcomes Trevor Tuthill! Please welcome Trevor Tuthill to the Harbor team as our newest Investment & Planning Analyst. Prior to joining Harbor Wealth Management, Trevor was an Analyst at ARQ Wealth Advisors where his responsibilities included trading, performance reporting, and investment research & analysis. Additionally, Trevor was an Analyst at Hall Capital Partners,…

Harbor Welcomes Matthew Hingst!

Harbor Welcomes Matthew Hingst! We are happy to announce that Matthew has joined Harbor Wealth Management as our new Investment & Planning Analyst. Before joining Harbor, Matthew worked across the brokerage and investing space at firms like Fidelity, Robinhood, and Morgan Stanley, helping clients with their investment needs through a variety of different roles.…

Staff Spotlight Interview with Denise Givens

As part of our new blog series, we’re doing Staff Spotlights! This time, we talked to Denise Givens, who just celebrated her 5th anniversary with Harbor Wealth Management! What did you want to be growing up? I always wanted to be a math teacher– I even got a bachelor’s degree in Applied Mathematics! …

Harbor Welcomes Delaney Campbell!

Harbor Welcomes Delaney Campbell! We are happy to announce that Delaney has joined Harbor Wealth Management as part of the front desk and social media team. She brings with her multiple years of social media management experience with various companies, including Philadelphia’s famous Mueller’s Chocolate Co. Delaney graduated from Temple University in Philadelphia…

Staff Spotlight Interview with Meg Nugent

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Meg Nugent who started with Harbor in 2022. What is the most recent downloaded app on your phone? Calm What is the one thing you cannot resist? Pizza Where is your favorite place to…

Harbor Goes to Topgolf!

The Harbor team had a great time at Topgolf last week! If you have never golfed in the snow, we say give it a swing!

Harbor Welcomes Meg Nugent!

We are happy to announce that Meg Nugent has joined Harbor Wealth Management’s team as a Client Service Manager. She is responsible for providing overall client service, account maintenance, and financial planning updates. Meg has spent over 20 years in the financial industry working in institutional equity sales, investment banking and private banking. The wealth…

Staff Spotlight Interview with Carolyn Rice

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Carolyn Rice who’s been with Harbor since 2001. What did you want to be growing up? A ballerina What motivates you to wake up and go to work? In the wintertime, mostly my alarm clock and…