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Wealth Management

AT HARBOR WEALTH MANAGEMENT, WE TAKE INTO CONSIDERATION THE ENTIRE RANGE OF A CLIENTS FINANCIAL NEEDS

Whether the issue is retirement planning, college saving, business succession, investment allocation or divorce, our experienced wealth managers are your trusted partners, providing solutions for your unique situation.

You’ll receive the benefit of our fee-only approach that always puts you first, our CERTIFIED FINANCIAL PLANNER™ professionalism and expertise, our Certified Divorce Financial Analyst® (should you need it), our exceptional high-touch service policy of low client-to-advisor ratio and our over 30 years as a financial planning company. We’ve helped people in the Boulder and Denver, Colorado area and beyond keep and grow their wealth for themselves, their families and their businesses.

We can do the same for you. Here is how:

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Holistic Wealth Management that is client-centric and cohesive

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Dedicated service teams that work with you for the long haul and build lifetime relationships

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Sound Investment Management practices that makes the right allocation decisions for your portfolio based on thoughtful industry and sector analysis

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Portfolio Diversification, Impact Investment Strategies and Low Cost Index Portfolios

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Membership in the National Association of Personal Financial Advisors (NAPFA)

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Divorce Financial Planning that works with you and your attorney

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Membership in the Boulder County Estate Planning Council

For more information on how we can provide a better wealth management experience, see our Investment Management, Financial Planning and Life Events pages.