Harbor Wealth Management
We are fee only CERTIFIED FINANCIAL PLANNER™ professionals based in Colorado’s Front Range. We have specialized in providing comprehensive financial planning and investment management since 1988.
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.
Our experienced team provides a high level of service and attention rarely seen in the financial world. We work closely with our client’s other professional advisors to ensure a cohesive plan. Ultimately, our mission is to provide our clients with peace of mind knowing they are free of financial concerns and confident in their plan for the future.
Our investment managers firmly believe that a thoughtful investment allocation for the long term with a client’s specific needs and risk tolerance in mind produces the best results. Our fiduciary responsibility demands no less.
Financial planning and investment advice are just a start as Harbor provides much more. Harbor delivers not only exceptional wealth management, but meaningful personal service. We know our clients’ goals, desires, values, hobbies and passions. We are committed to long-term relationships. You will hear from us often.
Contact us to schedule an initial free consultation to discuss your needs, how we can help meet them and if Harbor is a good fit for you.