A complete list of active advisors currently associated with American Harbour Wealth Management, LLC

Warmer can help you find a great advisor at American Harbour Wealth Management, LLC or one who fits your needs even better.

The firm serves individual investors — including both high-net-worth and non-high-net-worth clients — as well as charitable organizations and businesses, providing discretionary portfolio management, financial planning, financial consulting, and pension consulting for employee benefit plans. Its services are delivered on a fee basis (predominantly asset-based fees) and the firm does not participate in wrap-fee programs. Investment advice is delivered through firm-developed model portfolios and standard analytical approaches such as fundamental analysis and modern portfolio theory, with strategies that can include long- and short-term purchases and option writing when appropriate. The firm primarily recommends mutual funds and ETFs, manages accounts on a discretionary basis (subject to client restrictions), and directs cash balances to the custodial money-market sweep offered by the chosen custodian. Noteworthy differences from many peers include that its advisors also act as registered representatives of a broker-dealer and hold insurance licenses, which the brochure discloses can create commission and 12b‑1 conflicts when recommending products or share classes. The firm routinely directs brokerage to a limited set of custodians (which can affect execution and available share classes), discloses a 2022 state regulatory sanction that resulted in a cease-and-desist and a $17,500 fine against a partner, and reports a principal’s unrelated commercial business selling and programming gas-detection systems.

To learn more about the advisors currently working at American Harbour Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.