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, Inc. is an SEC‑registered advisory firm that 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 managing roughly $266 million in client assets and works with both discretionary and non‑discretionary accounts; its regulatory disclosures also indicate it serves institutional clients, including banking or thrift institutions. HWMG’s investment process emphasizes customized, primarily long‑term fundamental strategies implemented through model portfolios of low‑cost mutual funds and ETFs, with the option to use individual securities, options, or independent managers where appropriate. The firm conducts continuous monitoring and client interaction, may delegate portions of portfolios to unaffiliated managers, and offers a wrap fee option that bundles transaction and custodial costs into a single asset‑based fee for certain accounts. Distinctive features disclosed in the firm’s Form ADV include sponsorship of the HWMG Wrap Fee Program (described in Appendix 1) and the firm’s disclosure that it has used hypothetical performance and client testimonials in its advertising. HWMG’s advisory personnel also maintain broker‑dealer and insurance affiliations (registered representatives of M Holdings and licensed insurance professionals), arrangements the brochure discloses as potential conflicts that the firm seeks to mitigate.

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.