How We Help
Establish a clear financial vision with knowledgeable financial advisors.
Harnessing our extensive expertise and imaginative financial strategies, we craft a customized plan that aligns precisely with your intricate financial requirements and aspirations. Supported by a seasoned team and an expansive network of resources, your dedicated financial advisor empowers you to effectively navigate crucial decisions and pivotal milestones, instilling a profound sense of assurance in your financial future.
1. Understand and Quantify Your Financial Goals
Our advisors conduct in-depth discussions and thorough analysis. By engaging in meaningful conversations, our team can gain insights into clients’ aspirations, lifestyle preferences, and long-term objectives. They then employ financial modeling, cash flow projections, and risk assessments to quantify these goals, determining the required savings, investment returns, and timelines needed to achieve them.
Our advisors conduct extensive research and gather relevant data to provide valuable insights and recommendations to our clients. They utilize various reputable sources, industry reports, economic indicators, and market trends to stay informed about investment opportunities and risks. They may also leverage advanced data analysis tools and financial models to analyze historical data, assess performance metrics, and identify potential investment strategies.
Before we begin the process, we like to check in with you and verify that our ideas and your goals are aligned in all areas. We never want to move forward without making sure everyone is on the same page about what’s happening with your money.
Through regular and transparent communication, Clear Harbor seeks to ensure that our clients have a clear understanding of the progress made toward their financial goals. By reviewing plan outcomes, we can assess the effectiveness of the strategies and make any necessary adjustments to stay aligned with your evolving needs. By discussing written advice, we provide an opportunity for our clients to ask questions, gain clarity, and provide feedback, fostering a collaborative relationship where we can continue to provide tailored guidance and support.
Clear Harbor works closely with clients to execute the recommended strategies and actions outlined in the plan created by our advisors. This may involve coordinating with various financial institutions, setting up investment accounts, initiating asset allocations, and implementing tax-efficient strategies. We can provide guidance and support throughout the implementation process, ensuring that our client’s investments, retirement plans, estate plans, and other components of the financial strategy are effectively put into action. Regular monitoring and periodic adjustments are made to keep the plan on track, optimizing the chances of success and enabling our clients to progress steadily towards their desired financial outcomes.
We understand that financial circumstances and goals can evolve over time, requiring adjustments to the original plan. We regularly assess the performance of the implemented strategies and monitor changes in the market, regulations, and personal circumstances of the client. If necessary, we will proactively recommend adjustments to the plan to ensure it remains aligned with our client’s evolving needs and objectives. By actively monitoring and adjusting the plan, Clear Harbor aims to optimize outcomes and ensure that our client’s financial strategy remains flexible, adaptable, and well-suited to their ever-changing financial landscape.
How Our Investment Philosophy Can Help You
At Clear Harbor Wealth Management, our investment philosophy is built on a scientific, research-backed approach. We focus on creating diversified, risk-managed portfolios designed to weather market volatility and deliver consistent returns over time. Our commitment to evidence-based investing ensures that we make informed decisions aimed at achieving your unique financial goals.
The Best Solutions for Your Unique Situation
Through an investment in a private placement fund we were able to eliminate the 400k plus capital gain our client had while at the same time provide them a nice positive return on his investment. We took a 100k fully taxable asset and got it taxed at 75% of its value and provided the client with an asset where the principle and all future growth will never be taxed.
Blogs & resources
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!