Connected, performance-driven wealth advisors

At Harbour Investment Partners, we break down traditional silos to ensure our entire firm is connected. From our Client Wealth Management and Investment teams, to leadership and global market experts we activate collaborative thinking across the board, ensuring that our clients benefit from our best, collective ideas.

We are committed to providing advice that puts your interests first. By managing our money alongside yours, we have a vested interest in providing you with best-in-class solutions.

Our clients often say the outstanding service level they enjoy is as fundamental as the returns they achieve with us.

Leadership

Our leadership team is an exemplary group of professionals deep in talent, ideas and experience. Always accessible, they are committed to enhancing value for our employees and clients every day.

Client Wealth Management

The Client Wealth Management team focuses on ensuring our clients receive the highest level of service and that every aspect of their financial strategy, including their investments, is aligned with their wealth plan and designed to help them achieve their goals.

Wealth Planning

As part of our client experience, we offer consultations with our wealth planning professionals to provide meaningful and objective financial planning, tax, business owner, risk management, estate, trust and philanthropic expertise.

Investment Management

Every recommendation is grounded in rigorous research to deliver long-term risk adjusted returns.
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