A complete list of active advisors currently associated with Clear Harbor Wealth Management

Warmer can help you find a great advisor at Clear Harbor Wealth Management or one who fits your needs even better.

Clear Harbor Wealth Management provides investment management and financial planning services primarily to individual and high‑net‑worth clients, and also offers access to third‑party advisers. In addition to discretionary and non‑discretionary portfolio management, the firm sponsors and administers a private pooled investment vehicle available to qualified investors. The firm implements a risk‑based asset allocation that is typically invested in no‑load mutual funds, ETFs, stocks, and bonds, and supplements allocation decisions with both fundamental and technical analysis. Adviser reviews accounts regularly and accepts discretionary authority when agreed; it also serves as the delegated investment manager for an affiliated private fund that invests in digital assets and related opportunities. What is uncommon for a firm of this size is its role as a fund sponsor and private fund adviser, including management of pooled vehicles and the use of performance‑based compensation at the fund level. The brochure discloses the resulting conflicts of interest stemming from common ownership between the fund’s general partner and the adviser, and describes mitigants such as disclosure, internal policies, and a waiver of the firm’s separate investment management fees for clients who invest in the fund.

To learn more about the advisors currently working at Clear Harbor Wealth Management, 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.