Harbor Asset Private Wealth
Company

Harbor Asset Private Wealth

Financial Services Greenwich, Ct, United States 6 employees
Employees
6
Contacts
3
Emails
3
Phones
1

Harbor Asset Private Wealth Overview

Headquarters
Greenwich, Ct, United States
Industry
Financial Services
Employees
6
Founded
2021
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Harbor Asset Private Wealth

Harbor Asset Private Wealth was founded in 2021 by Marti Marache, a seasoned wealth manager with a reputation for providing genuine care and attention to each of her clients and their families. For 35 years, Marti has had the pleasure to work with a wide variety of people who all shared the desire to better manage their wealth so they could do more with their lives. Today, Harbor Asset is an independent firm, providing objective advice, detailed financial planning, goals-based investment management, and creative solutions for every financial challenge our clients face. We are true fiduciaries, bound to put our clients’ best interests first. Moreover, we are advocates for their ambitions, champions for their dreams. Our clients trust us to be the stewards of their assets, and through the deep relationships we foster with them, they see us as their allies, seated alongside them as peers collaborating for success. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Everything we do for you is tailored to your specific needs and goals. From asset allocations to investment selections to the personal service we provide every day, our approach to serving you focuses on you as an individual. We are at the ready to help in every instance.

Harbor Asset Private Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Harbor Asset Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Toni Sechi
Email
Mark Marache Chief Financial Officer at Harbor Asset
Email Phone
Ryan Keaveney Client Services Associate at Harbor
Email
Marti Marache Founder & CEO at Harbor Asset Private
View

Employees by Management Level

Executive 2 profiles
Associate / junior 1 profile

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