Harbour Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$223,478,502
Clients
122
Advisors
3
of 5 employees
About
Harbour Wealth Management Group (HWMG) provides investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm reports approximately $266 million in assets under management across discretionary and non‑discretionary accounts and delivers both ongoing portfolio management and standalone planning engagements through a three‑advisor team.
HWMG constructs customized portfolios using model allocations and, when appropriate, independent managers, with a primary emphasis on low‑cost mutual funds and ETFs and a fundamental, generally long‑term investment approach while retaining the ability to rebalance or trade as needed. The firm acts in a fiduciary capacity, conducts regular account reviews, and documents that it sponsors a wrap fee program that bundles securities transaction and custodial costs into its asset‑based advisory fee (Appendix 1).
Distinctive features disclosed in the firm’s materials include its sponsorship and portfolio‑management role in a wrap fee program—an uncommon arrangement among peers—and an institutional relationship with its recommended custodian that provides platform software, block trading and trading‑desk support. The firm also discloses advisor affiliations with a broker‑dealer and insurance activities, and its disclosures indicate the use of hypothetical performance and client testimonials in marketing and that it serves banking or thrift institution clients, all of which are less common among supported firms.
Client services
Expertise
Occupation focus
Fee options
Up to $50,000 annually for standalone financial planning services, fees may be negotiable.
$0+: up to 1.50% annually for Investment Management Services, fees may be negotiable and based on various factors $0+: up to 1.00% annually for Retirement Plan Advisory Services, fees may be negotiable
Up to $500 per hour for standalone financial planning services.
Account minimum: $1,000,000 Fee-only: Hourly fees up to $500 per hour; Fixed fees up to $50,000 annually for standalone financial planning services, fees may be negotiable.
Main office
126 Seven Farms Drive, Ste 150
Daniel Island SC 29492
Advisors at this office
3
Most active in
Louisiana · New Hampshire · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew P
CFP®, ChFC®, Series 63, Series 65
Daniel Island, SC
Harbour Wealth Management Group, Inc.
Matthew Pardieck is a financial advisor with Harbour Wealth Management Group, Inc. in Daniel Island, SC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. His prior experience includes roles at Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory work, he is an author focused on business owners’ values and serves on the board of Jazz Artists of Charleston, a musical nonprofit. He also hosts a podcast interviewing philanthropists and community leaders. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $266 million in assets, offering customized portfolios that emphasize low-cost mutual funds and ETFs within a fiduciary framework.
Christopher C
Series 66
Daniel Island, SC
Harbour Wealth Management Group, Inc.
Christopher Corley is a financial advisor with Harbour Wealth Management Group, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior firms include Raymond James & Associates and M Holdings Securities, Inc. Outside of his advisory role, he serves as a director on the Town of Awendaw Board of Zoning Appeals. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental, long-term investment approach with an emphasis on low-cost mutual funds and ETFs, and it sponsors a wrap fee program supported by an institutional custodian relationship.
Martha C
Series 66
Daniel Island, SC
Harbour Wealth Management Group, Inc.
Martha Clark is an investment advisor representative at Harbour Wealth Management Group, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Inc. and Harbour Wealth Management Group since 2023. Outside of her advisory role, she is a licensed insurance agent. Harbour Wealth Management Group provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $266 million in assets and employs a fundamental, long-term investment approach focused on low-cost mutual funds and ETFs, while maintaining the ability to rebalance or trade as needed.
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