Our Mission

We at Harbor Wealth Management desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally, and personally. We provide consistent contact with our clients to make sure their plan stays on course. We engage with our clients on a regular basis and also host social events during the year that are both practical and educational. In our 25 years of experience, we see how a co-created financial plan helps our clients in pursuing their financial goals. With our resources and knowledge we want to help clients experience peace of mind with their financial plans.