Harbor Wealth Management, Llc

Harbor Wealth Management, Llc company information, Employees & Contact Information

Updated June 2026

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Harbor Wealth Management, Llc is a Financial Services company and founded in 2007. It has approximately 6 employees on record. Contact data was last refreshed in June 2026. Find Harbor Wealth Management, Llc's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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Harbor Wealth Management is an independent wealth advisory firm that provides comprehensive financial solutions unique to each family. Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Our True Wealth Process Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth. Securities offered through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. Member FINRA/SIPC. Financial planning and investment advisory services are offered through Harbor Wealth Management, LLC, a registered investment advisor (“HWM”). HWM is not affiliated with APW Capital, Inc. Carson Institutional Alliance is under separate ownership from any other named entity.

Company Details

Employees
6
Founded
2007
Address
727 Cormier Road,
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
harbor-wealth.com
Keywords
Financial Life Guidance, Retirement Strategists, Tax Planning, Education Planning, Investment Strategies, Portfolio Management, Legacy Planning, Comprehensive Wealth Planning.
HQ
Green Bay, Wisconsin
Competitors
Bloom Wealth Advisors, Synexo, Accenture, GHJ, Wipfli, PCE Investment Bankers | M&A | ESOP | Valuation, Heritage Financial Partners, LLC.
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