WE LEFT WALL STREET TO WORK FOR A MORE IMPORTANT CLIENT: YOU

It’s time for a better model.
Get full-service financial planning and personalized investment management directly from your own fee-only, independent wealth manager.

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YOU DESERVE BETTER

Money is intensely personal…shouldn’t your financial planning be, too?  At many wealth management firms, it’s anything but:

Your investments may be outsourced to someone you’ll never meet.
You may get promises from a principal but associates end up doing all your work
Your investment manager may not have much real-world risk management and investing experience
You may get conflicted advice from a non-fiduciary advisor who doesn’t put your interests first.

WORK DIRECTLY WITH YOUR OWN WEALTH MANAGER

At HarborLight Investments, we left our jobs on Wall Street because we were tired of the focus on corporate profits. We wanted to put our financial knowledge to work for people like you.

Work directly with your own professional wealth manager
No outsourcing; your investments are managed in-house
We’re a fee-only, fiduciary team that puts you first, always
We’re CERTIFIED FINANCIAL PLANNER™ professionals

We provide full-service investment management and individualized financial planning, all for one simple fee.

WHY CHOOSE HARBORLIGHT INVESTMENTS?

no
middlemen

You and your money deserve attention from an expert.  Instead of serving as a “relationship manager”, you will get direct, full –service help from an experienced wealth manager.

fee-only

We are a completely independent, fee-only, fiduciary firm.  We don’t sell any products.  We don’t collect any commissions.  Our loyalty is only to you.

personalized

Investments are only part of the picture.  We provide full-service financial planning to optimize all parts of your financial life:  retirement planning, college funding, estate planning, tax strategies, charitable giving, and more.

transparency

At HarborLight, we believe financial advice should be transparent.  So you get full-service financial planning and investment management for one simple fee*.  And we provide easy-to-understand performance reports that show how your investments are doing net of our fees and expenses.

great
technology

We believe in the power of technology to keep you motivated and on track with your financial goals.  With HarborLight you get the advice you want along with hand-picked personal finance technology to help you feel organized and in control of your money at all times.

experience

Our wealth advisors are CERTIFIED FINANCIAL PLANNER™ professionals, but also are experienced money managers with backgrounds in institutional management and risk control.  We’ve got unique experience to help you navigate uncertain investment landscapes.

HARBORLIGHT INSIGHTS

Stay current with the latest insights from our wealth managers.
latest posts
September 23, 2019

The Rising Cost of Getting Ahead

It’s the first day of fall, and even though our family lives in California my mind still wanders to Burlington, Vermont at this time of year. For four incredible years I was a student at the University of Vermont studying finance. I learned a lot during those years, but it wasn’t until I had kids of my own that I really put in the time to wrap my head around paying for that magical college experience.

Read This Article >
August 16, 2019

Economic Update: Interest Rates and Manufacturing

In December, we wrote about the yield curve and tariffs, and today the same topics are still in the financial headlines. At that time, we showed a chart of the yield curve and how it was ever so slightly inverted. Since then it has changed significantly, and we now have more evidence that the global economy could be on the verge of a recession.

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July 12, 2019

Rent vs. Own a Home: How do you decide?

Today we are writing about a personal finance topic that comes up regularly in various forms. Should we continue to rent or should we buy? When will the housing market come down? It’s so expensive!

Read This Article >
Jason Draut, CFP®
info@harborlight.investments
2081 Center St
Berkeley, CA 94704
510-558-8272
Chris Sheehy, CFP®
info_sc@harborlight.investments
101 Cooper St
Santa Cruz, CA 95060
831-291-3843
© 2019 HarborLight Investments