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Harbor Wealth Advisors
 
 
Overview: 

Welcome to Harbor Wealth Advisors.  We appreciate you visiting our website.  Harbor Wealth Advisors is committed to providing comprehensive and objective financial planning and investment advice to clients and does so in a strictly fee-only business environment.  As a member of Advisory Services Network, we have the tools and resources that clients would expect from a large institution; and, yet, as an independent advisor we are able to focus on each family’s unique planning and investment needs.

Additional institutional resources are provided to clients via our custodial arrangements with Charles Schwab, TD Ameritrade or Fidelity.

Our Value

We believe we provide added value as the result of:
Our commitment to the fee-only business model: this business model provides clients with objective analysis and recommendations
Our expertise in developing, implementing and monitoring clear and comprehensive financial plans that are tailored to each client
Our distinct investment discipline that is designed to help us deal with an ever-changing and complex investment and economic landscape
Member:  A Member of Advisory Services Network, LLC


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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