Who We Work With | Getting Started

Suggested Account Minimum

We have established account minimums based upon various personal life stages. These account minimums range from $50,000 to $500,000 and ensure that we can provide value to each personal situation.

Under typical circumstances, Harbor’s full investing and planning services are best suited for those clients with $1,000,000 or more in investable assets. We maximize our client’s financial success and peace of mind through a transparent approach to wealth management that is uniquely tailored to each client’s individual needs, personality and goals.

We have also developed a service offering for Young Professionals who have less in investable assets yet have the commitment to save on a regular basis. We realize young professionals have different needs and challenges as they establish careers, define personal goals and begin to build wealth.