Advisors at this firm
Gregory B
Series 63, Series 65
Orlando, FL
American Harbour Wealth Management, LLC
Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. He also operates an independent insurance agency specializing in life, disability, and annuity sales. American Harbour Wealth Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $73 million in discretionary assets using firm-developed model portfolios, with investment strategies ranging from conservative to aggressive.
Eric H
CFP®, Series 63, Series 65
Orlando, FL
American Harbour Wealth Management, LLC
Eric Hoebbel is a CFP® with 29 years of industry experience, currently serving as an advisor at American Harbour Wealth Management, LLC in Orlando, FL. His prior experience includes roles at APW Capital Inc, Delta Capital Management, LLC, and ProEquities, Inc. Outside of advisory work, he owns American Harbor Critical Systems, a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages approximately $73 million in discretionary assets using model portfolios that employ fundamental analysis, modern portfolio theory, and option writing, serving a client base that includes high-net-worth individuals.
Matthew H
Series 63, Series 65
Orlando, FL
American Harbour Wealth Management, LLC
Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.
