We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Hopefully the same as you choose a doctor: one that has credentials/education, experience, and that cares deeply about their patients. Add the white glove comprehensive wealth management services similar to that of a family office, and that is Harbour Wealth Management. We really do have a rocket scientist and an MBA on your team focused on your goals. Get to know us. More importantly, let us get to know you. Follow the most relevant link to you.
Harbour Wealth Management of Raymond James acts as a financial steward for our select business owner, doctor, and retiree clients. We help successful people: make smart investment decisions, mitigate taxes, take care of heirs, protect assets from being unjustly taken, and live a life of significance. As we have many business owner clients, a meaningful part of our practice is dedicated to implementing/managing corporate retirement plans designed to attract and retain key people.
With over 30 years of combined experience, we are fortunate to grow into, what we believe is one of the most respected practices in the Lowcountry. With a pledge to operate in our clients' best interest in all affairs, we utilize disciplined consultative processes for every aspect of our clients' experience, including: seeking to grow portfolios with conscious risk management, setting and achieving financial goals, and systematically orchestrating an advisory team (including accountants and attorneys) in important financial decisions.
We also have the technical resources of attorneys, financial planners, accountants, trust officers, insurance specialists, analysts, and investment bankers readily available from our home office when appropriate for our clients. In some cases, we can arrange planning meetings in Tampa to vet critically important decisions. Of course, these resources do not practice law nor give tax advice-but can be very helpful in providing additional resources and ideas to a local planning team.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.