WE KNOW YOU HAVE A LOT OF CHOICES FOR A WEALTH MANAGER, SO WHY CHOOSE US?
We have a long history of innovation and experience.
Harbor Wealth Management is an innovator, pioneering complex planning solutions, open investment architecture and insurance analysis since 1988 here in Boulder and Denver, Colorado.
We are a fee-only business
We do not receive commissions or payments associated with investment or insurance product sales.
We practice holistic wealth management.
Our defined process is client-centric. For instance, we coordinate with our clients’ other professional advisors to ensure a cohesive plan. We dig deeper and analyze their casualty insurance coverage and work with their insurance agents to create the best coverage for themselves and their families. We review and monitor company benefits and assist with your estate planning.
We integrate our investment models into your wealth management plan.
That way, we create competitive returns with lower than average risk, which are tailored to each individual’s needs and goals.
We provide dedicated service teams.
Our personalized approach is centered on dedicated service teams that allow for unsurpassed service and attention tailored to the clients’ specific needs. Our staff works in teams of two to three but everyone at Harbor Wealth Management will know you and can assist with your needs.
We have alternative investment expertise.
In addition to a market tested process for core investment selection, we have positioned our firm to take advantage of private equity and debt investment opportunities offering access to institutional offerings with historical relationships cultivated during our long history.
We perform community and education outreach.
We believe in interactive education and bring current topics and education to our clients and professional partners in the form of small group presentations and workshops, outside speakers, book discussions, economic discussions, and articles groups. We also give back to our local communities through charitable contributions, leadership and volunteer efforts. We support the American Red Cross, Habitat for Humanity, Food Bank of the Rockies, Reading is Fundamental, Freedom Service Dogs, University of Colorado, Humane Society of Boulder Valley and Safehouse Progressive Alliance for Nonviolence.
We receive industry honors year after year.
We are consistently recognized for the success of our endeavors.