About Our Firm
providing peace of mind through ongoing financial education and personalized strategies that align with what's most important to you. We want you to feel confident and well-prepared throughout all of the stages in your life.
We are upfront about our expenses and our process. We are compensated through a transparent cost structure on our managed accounts and provide reviews of existing insurance policies at no cost to our clients (see solutions & pricing). We have done careful due diligence to ensure our pricing is both competitive across the industry and easy to understand. We also want you to feel comfortable asking us questions about the cost of doing business anytime.
We strive to provide the highest level of service and do so by facilitating open, candid conversations about what is most important to you. We want you to meet with us where you are most comfortable, whether that means meeting via a virtual meeting while you sit at your kitchen table, or by phone. We look at your entire financial picture and help you clarify, define and prioritize your goals then give you actionable advice you can implement now.
Socially conscious investing.
We know that being socially conscious doesn’t just mean excluding certain things from your portfolio. It also means investing where you want to make an impact. We diligently research investments to create plans centered on what’s most important to you. Check out our sustainable portfolio management service: New Harbor Impact Portfolios.
About Our Founder