Harbor Crest Wealth Advisors
Best insights
Florida prepay college program
Is Florida Prepaid or 529 Better? The amount of student loan debt is more than...
How to finance a boat
Our family’s best memories often involve boating. We love getting out on the water...
New insights
FIVE PRINCIPLES OF INVESTING
Have you ever had to set up one of those complicated plastic toys, the ones with a million pieces that don’t quite fit together and that are always short on washers?
BOAT SHARING VS BOAT OWNERSHIP
Boat-sharing companies like Boatsetter or GetMyBoat connect boat owners with boating enthusiasts through...
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.
NEARING RETIREMENT
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.
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.