A complete list of active advisors currently associated with Harbour Wealth Management Group, Inc.

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

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.

To learn more about the advisors currently working at Harbour Wealth Management Group, Inc., 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.