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Sun On Your Face.
Wind In Your Hair.
Sand At Your Feet.

that's What Financial Freedom Feels Like

Let's Get Started




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Father throwing daughter into air overlooking the ocean on a pier at dusk


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.



We Offer Comprehensive Financial Planning & Investment Management Services To Those Who Are:



Illustration of cruise ship cruising through water underneath sunBuilding
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. 

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Illustration of calm beach, blue water, tan sand, sun, and cloudsNearing
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.

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