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WE OFFER COMPREHENSIVE FINANCIAL PLANNING & INVESTMENT MANAGEMENT SERVICES TO THOSE WHO ARE:
BUILDING THEIR CAREER
As you build your career, your financial concerns and obligations will multiply — quickly. From expanding your family, to buying a new home, to growing your business, we can take the stress and worry off your shoulders and help you master your financial picture. Let us do the heavy lifting so you can focus on enjoying life with those who matter most to you.
Whether you’re 10 years away from retirement, or you’re gearing up to leave the workforce next year, you face a growing number of questions: How long will my money last? What sort of legacy can I create for my family? How can I reduce my taxes? Get the financial, tax and estate planning solutions you need to feel confident as you make the transition.
FOUNDER, CFA, CFP® firstname.lastname@example.org
I’ve always been interested in the aspects of financial planning that aren’t learned in a classroom. Helping people understand their options when they feel overwhelmed, plan for their future independence and find peace of mind in knowing their children and grandchildren are going to be okay. I know you didn’t decide on a whim to find a financial planner. Because, chances are, you’re a bit like me.
You’d rather be by the water or lounging on the deck than sitting at home facing your financial obligations. But if you’re looking for the right partner to help plan your financial future, you have a good reason why. Whether you’re getting excited about retirement or looking to make sure you can afford a child’s tuition, you need someone who can take your biggest goals and develop a comprehensive plan around them. That’s why I became an independent financial advisor.
I joined the investment management industry over a decade ago offering my services to large, institutional clients. Working at the institutional level as a portfolio manager and trader with BlackRock and a hedge fund in Boca Raton, I was able to gain valuable experience while helping a large number of people from afar. I never felt, however, like I could really connect with the individuals at the other end looking to manage their wealth toward a better future.
To fulfill this need to empathize with and empower clients on a more personal level, I left investment management at the institutional level and focused instead on working one-on-one with families, retirees, business owners and the boating community of Southeast Florida to offer more authentic and impactful financial planning.
WE’RE HARBOR CREST WEALTH ADVISORS
Life is about creating memories, experiences and moments with the ones who matter most to you. That’s why we’ve dedicated our firm to helping families, retirees, business owners and South Florida’s boating community tackle their biggest financial concerns. So you can spend less time tied to your desk, and more time doing what you love, like enjoying all that our corner of the world has to offer.