Harbour Wealth Partners, Inc.
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 122648
- Website
- www.livewellsleepwell.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Harbour Wealth Partners, Inc. is an independent, individually owned registered investment adviser organized as a corporation that focuses on serving individual and family clients. The firm’s advisory offering centers on financial planning, delivered through fixed-fee and hourly charge arrangements rather than an asset-based fee model. FINTRX data indicates the firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Ross Welch
Operations SpecialistCRD 7572102

Eric Welch
PresidentCRD 2347805

Lane Lyday
Registered Investment Advisor RepresentativeCRD 4463931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 9820 Westpoint Dr
- Time zone
- ET (UTC-5)
- Office locations
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