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.
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.
Charting a Unique Course: The Clear Harbor Difference
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.
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.
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.
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?
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Speak to one of our trusted financial advisors or learn more about the services Clear Harbor has for YOU!