Our mission is simple: Helping our clients plan, grow, and protect their financial futures.
Establishing goals is a vital part of who we are and simply stated our primary goal – is helping you achieve your goals. Whether that means saving for retirement, paying for college, or making dream purchases. Planning to achieve financial goals can be both motivating and daunting at the same time.
There are many things to consider when it comes to creating a realistic plan for your short- and long-term goals. We believe financial planning requires going beyond income, assets, and cash flow. We believe it’s important to have a trusted advisor that truly understands you, your family, and who is there to provide ongoing advice along the way.
Start with a plan that looks at your entire financial life.
Life is more than investment portfolios, and there are many decisions that can impact your ability to grow and keep your financial wealth. We work closely with your other professional advisers, including your attorneys, CPAs, and bankers – or we can refer you to someone in our network that aligns with your goals and needs.
Experience performance that goes beyond your portfolio.
Harbour was founded in the belief that banks and large institutions had become overly bureaucratic and impersonal. Our goal is to provide you with personal service, and we believe that the person you interact with should be the same person who manages your account. We work with you directly, to chart the course to your financial future, helping you plan, grow, and protect what matters most.
The freedom to focus on your life – not your finances.
Harbour Investment Management has been helping clients since 1991, which means we have seen our share of natural market ups-and-downs and major shakeups. We believe in avoiding fads and complicated investments and focus on helping clients feel peace of mind by knowing that we are taking care of their financial position regardless of market conditions. We believe in transparent reporting, and communicating in clear, easy-to-understand terms so that you can feel confident in your plan.
Harbour Investment Management is an Independent, Woman- and Minority-Owned financial advisory firm.