Financial Advice... The Way You Always Wanted It to Be
Personalized strategies and innovative financial solutions for business owners, entrepreneurs, and high net worth families
Comprehensive Wealth Advice
At Clear Harbor Wealth Management, we deliver holistic, comprehensive financial planning services. We evaluate your assets, future goals, risk tolerance, and personal values to craft a tailored financial plan. Our strategy encompasses everything from retirement planning to investment management, estate planning, and tax strategies. Our goal is to provide you with the confidence and peace of mind you need to navigate your financial journey.
Advice Focused
Prepare to say goodbye to confusing financial jargon and hello to clarity and understanding. At Clear Harbor bridge the gap between you and your money in a way that truly makes sense. Our relationship-focused approach ensures that your best interests are always front and center. With our team by your side, financial empowerment and a clear path to success are just around the corner.
Personal Wealth Management
We provide solutions to clients by analyzing their current financial position, identifying opportunities for growth, and implementing strategies to preserve and increase wealth. We also provide ongoing monitoring, proactive advice, and adjustments to ensure that your financial plan remains aligned with your evolving needs.
Prepare for Retirement
At Clear Harbor, we help you navigate the complexities of retirement accounts, such as 401(k)s, IRAs, and pension plans and will provide guidance on contribution limits and withdrawal strategies. We'll also provide ongoing assistance to monitor and manage your accounts as retirement approaches.
Business Financial Services
Our services include strategic financial planning tailored to the specific needs and goals of the business, helping to optimize cash flow, manage expenses, and improve profitability. Additionally, we provide investment management services, assisting businesses in making strategic investment decisions to grow their assets and diversify their portfolios.
Charting a Unique Course: The Clear Harbor Difference
Diversify
We are currently in the process of converting a client’s 401k to a Roth IRA. We are also helping him manage a diversified equity portfolio that is in line with his time frame and goals.
Plan
Through our financial planning process we gather important financial data from our client. All income sources, assets owned, debts and a copy of their last two years of tax returns.
Strategize
We took a 100k fully taxable asset and got it taxed at 75% of its value. We also provided the client with an asset where the principle and all future growth will never be taxed.
Implement
We implement strategies that align with our clients’ vision, and continuously reevaluate these strategies to ensure clients are benefitting with maximum returns.
Are you ready for your next steps?
- Do you have the time and expertise to stay up-to-date with the latest market trends, economic developments, estate and tax law changes that could impact your investments or planning strategies?
- Do you feel like you're paying too much in taxes?
- Do you feel like there are planning strategies or investment opportunities that you're not taking advantage of?
- Do you own a business and want to make sure your exit strategy aligns with your goals?
- Do you have a vision of what you want your financial future to look like, but no idea how to get there?
- Do you worry about how to ensure your portfolio will allow you to retire comfortably?
- Do you have loved ones you want to ensure are provided for upon your passing?
- Are you looking to delegate to professionals and focus on what's important to you?
- Are you frustrated with the status quo and feel like you are not in the right environment to achieve your financial goals?
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Ready to get a clear vision of your financial future?
Speak to one of our trusted financial advisors or learn more about the services Clear Harbor has for YOU!
