Harbor Office Update We have returned to our Boulder office and are inviting in-person meetings for those fully vaccinated by appointment only. We are following all relevant CO and CDC guidelines. Over 30 years ago, we built Harbor Wealth Management with one goal in mind: To provide the best, CERTIFIED FINANCIAL PLANNER service in Colorado.
We specialize in providing comprehensive financial planning and investment management to individuals, families, and small businesses since 1988 from our locations in Boulder and Denver. This is rare in the financial planning industry, yet survey after survey confirms what we already know. Women-owned firms are known for building strong, trusted relationships with their clients.
We specialize in providing comprehensive financial planning and investment management to individuals, families, and small businesses since 1988 from our locations in Boulder and Denver. This is rare in the financial planning industry, yet survey after survey confirms what we already know. Women-owned firms are known for building strong, trusted relationships with their clients.
Services
Every company is only as good as the people who work there. At Harbor, you will find some of the best, most qualified professionals anywhere. Many hold the CERTIFIED FINANCIAL PLANNER certification and come to Harbor Wealth Management with impeccable resumes and credentials in the financial and investment worlds.
Harbor Wealth Management is an innovator, pioneering complex planning solutions, open investment architecture and insurance analysis since 1988 here in Boulder and Denver, Colorado. We do not receive commissions or payments associated with investment or insurance product sales. Our defined process is client-centric.
Whether the issue is retirement planning, college saving, business succession, investment allocation or divorce, our experienced wealth managers are your trusted partners, providing solutions for your unique situation.
You'll receive the benefit of our fee-only approach that always puts you first, our CERTIFIED FINANCIAL PLANNER professionalism and expertise, our Certified Divorce Financial Analyst (should you need it), our exceptional high-touch service policy of low client-to-advisor ratio and our over 30 years as a financial planning company.
You'll receive the benefit of our fee-only approach that always puts you first, our CERTIFIED FINANCIAL PLANNER professionalism and expertise, our Certified Divorce Financial Analyst (should you need it), our exceptional high-touch service policy of low client-to-advisor ratio and our over 30 years as a financial planning company.
Our investment managers firmly believe that a thoughtful investment allocation for the long term produces the best results. Our fiduciary responsibility for the client's specific needs and risk tolerance demands no less. The allocation has the largest effect, so we focus a large portion of our efforts into tracking global geopolitical and macroeconomic trends, as well as industry and sector analysis.
A job change, business sale, divorce or inheritance comes with many questions. Financial planning also allows for the pursuit of hobbies, travel, and unique lifestyles. Are you part of the Millennial generation? Are you an individual or a family? Are you reaching retirement or starting a small business with dreams of making it big?
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