It's time for a better model. Get full-service financial planning and personalized investment management directly from your own fee-only, independent wealth manager. You may get conflicted advice from a non-fiduciary advisor who doesn't put your interests first. At HarborLight Investments, we left our jobs on Wall Street because we were tired of the focus on corporate profits.
We wanted to put our financial knowledge to work for people like you. We provide full-service investment management and individualized financial planning, all for one simple fee. You and your money deserve attention from an expert. Instead of serving as a "relationship manager", you will get direct, full -service help from an experienced wealth manager.
We wanted to put our financial knowledge to work for people like you. We provide full-service investment management and individualized financial planning, all for one simple fee. You and your money deserve attention from an expert. Instead of serving as a "relationship manager", you will get direct, full -service help from an experienced wealth manager.
Services
At HarborLight, we understand how important your money is to you, so we don't outsource the critical functions of managing it. Instead your investment management and financial planning is handled in house, directly by your own experienced wealth manager. Believe it or not, there's no experience requirement for financial advisors.
When you're looking for a financial advisor in Northern California, you've got a tremendous number of choices. There's no shortage of wealth management firms, financial planners and investment firms wanting your business. But not all these firms have a business model that is likely to serve you best.
We're here to keep you up to date on topics and issues that impact you and your finances. We write about topics based on what we are seeing and reading as well as questions that our clients ask us. Equity compensation is used by many types of employers. Most startups use equity compensation to reduce their burn rate while keeping their compensation competitive.
Reviews (2)
John McClure
Feb 03, 2020
Report
Trust can be hard to define, especially when you’re dealing with life savings and security for the future. My wife and I have invested (literally) with Jason Draut for many years now, from the launch of his new business, the addition of a partner in Santa Cruz and we have always listened and trusted his advice on money matters. He has our best interests at heart.
Alex Tiersky
Oct 05, 2019
Report
