Wealthharbor Capital Group, LLC

Michael Fischer is a financial advisor at WealthHarbor Capital Group, LLC with one year of industry experience. He holds a Series 66 designation and has a long tenure at Hancock Whitney Bank, where he serves as a trust advisor managing complex wealth management relationships and representing the bank on various committees. Prior to joining WealthHarbor, he worked with Cetera and Cetera Investment Services. WealthHarbor Capital Group, LLC is an SEC-registered advisory firm serving individual, high-net-worth, and institutional clients. The firm employs a proprietary asset-class rotation model and offers portfolio management, retirement advisory, and various financial product solutions tailored to client objectives and risk tolerances.

Brandon Grandbouche is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 65 designation and over 21 years of industry experience. He has been with WealthHarbor Capital Group since 2004. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios with a conservative core and tactical allocations aimed at reducing downside risk and volatility.

William Beard III is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at WealthHarbor Capital Group, LLC since 2017 and previously held roles at Financial Management Solutions, LLC and MRG Insurance Services. Outside of his advisory work, he is a 50% owner of MRG Insurance Services, a property and casualty insurance agency. WealthHarbor Capital Group, LLC serves individual, high-net-worth, and institutional clients with portfolio management, retirement-plan advisory, and administration services. The firm employs a proprietary asset-class rotation model to construct portfolios primarily using mutual funds, ETFs, and other pooled vehicles, complementing its client offerings with unique features such as managing bank-maintained collective investment trusts and operating a dedicated 401(k) plan platform.

Bryan Hayes is a CFP® with 11 years of industry experience, currently serving as an advisor at WealthHarbor Capital Group, LLC in Metairie, LA. His prior roles include positions at Cetera Investment Services LLC, Hancock Whitney Bank, and JPMorgan Chase Bank NA. WealthHarbor Capital Group serves individual, high-net-worth, and institutional clients, offering portfolio management, retirement-plan advisory, and additional investment products. The firm employs a proprietary asset-class rotation model and manages bank-maintained collective investment trusts alongside a dedicated 401(k) plan platform.

Brian Currie is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at TCG Advisory Services LLC, Montz Harcus Wealth Management, Iberia Wealth Advisor, Hancock Whitney, and Capital One Wealth Management. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios combining a conservative core with tactical allocations, employing mutual funds, ETFs, equities, option strategies, and fixed income.

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.