HARBOUR WEALTH PARTNERS, INC.

Overview

Harbour Wealth Partners, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm identifies its client base as individuals and families and lists financial planning as its primary advisory activity. Its fee model is fee-for-service rather than asset-based: clients are charged hourly fees or fixed fees for work performed. The firm does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser in the provided data. The profile of services and the fee structure suggest Harbour Wealth Partners operates as a planning-first practice that delivers advice on a retainer or per-project basis rather than running pooled investment vehicles or extensive discretionary mandates.

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Location & Offices