Harbor Wealth Management

Overview

Harbor Wealth Management is a small, independent registered investment adviser organized as a corporation and operating as a capital allocator for both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals, small businesses and institutions, plus selection of other advisers. Its filings show a pronounced tilt toward fixed-income — most of the firm’s managed assets sit in U.S. government bonds — which signals a conservative, income-and-liquidity-first approach to client portfolios. Harbor Wealth Management does not identify as an active ESG investor and operates on a non-multi-state basis.

Assets & Accounts

Investments & Alternatives

Location & Offices