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Who We Work With

PROSPECTIVE CLIENTS

We work with individuals, families, businesses, business owners, entrepreneurs, corporate executives, and medical professionals on their private wealth management, company 401k plans and private foundations.

Some of these individuals are retired; some are actively working; others are just beginning their careers. Some have inherited wealth; some have built wealth; others are currently building wealth. Some clients reside in Colorado, some in other states, while others are in different countries. We form lifetime relationships with all of our clients, allowing for creative planning solutions spanning multiple generations.

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SUGGESTED ACCOUNT MINIMUM

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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,