AT HARBOR WEALTH MANAGEMENT, WE UNDERSTAND THAT EVERY CLIENT IS AT A DIFFERENT STAGE OF LIFE AND MEANS.
Our job is to maximize our client’s financial success and peace of mind through a transparent approach to wealth management that is uniquely tailored to each client’s individual needs, personality and goals. To do that, we have established account minimums based upon various personal life stages. These account minimums range from $50,000 to $500,000 and ensure that we can provide value to each personal situation.
Under typical circumstances, Harbor Wealth Management full investing and planning services are best suited for those clients with $1,000,000 or more in investable assets.
We have also developed a service offering for Young Professionals who have less in investable assets yet have the commitment to save on a regular basis. We realize young professionals have different needs and challenges as they establish careers, define personal goals and begin to build wealth.
For more information on how we can provide a better wealth management experience, see our Investment Management and Financial Planning pages or