Harbor Wealth Management, Inc. (HWM) specializes in managing liquid assets for business owners, professionals, affluent investors, and retirees. Such investors require not only timely investment services, but also need access to other areas of expertise due to the complexities derived from cash flow needs while protecting their wealth promulgated from the burdens of higher taxes, increased regulation and health care mandates.
HWM provides both the broad expertise and a unique investment approach that seeks consistent results without taking undue risks. Minimum account size is $100,000.
While each of our clients has unique investment goals, there is one common overriding emphasis with all of our investors: “Protect the wealth I have worked so hard to accumulate.”