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 30, 2021

Equity Compensation and Its Tax Ramifications

Equity compensation is used by many types of employers. Most startups use equity compensation to reduce their burn rate while keeping their compensation competitive. As a company matures and cash compensation becomes less problematic, many companies continue to offer equity compensation to align their employees’ interests with those of the company.

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September 8, 2021

What are Restricted Stock Units and How Are They Taxed?

We continue to talk to more people who are compensated by their employers with Restricted Stock Units. This form of compensation allows companies to incentivize their employees by granting them ownership in the firm. This is known as equity compensation, which is provided alongside base salary, bonuses, and other benefits.

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July 7, 2021

The Growing Popularity of ESG Investing

As we continue to move out of the pandemic and closer to our new sense of normal life, there is growing concern about the condition of the environment, and an increased interest in taking purposeful action to reverse man-made climate change. All generations of consumers are gravitating towards businesses that make environmentally conscious choices, and this trend is exaggerated in younger folks.

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Jason Draut, CFP®
info@harborlight.investments
516 El Cerrito Plaza
El Cerrito, CA 94530
510-558-8272
Chris Sheehy, CFP®
info_sc@harborlight.investments
180 7th Ave Suite 204
Santa Cruz, CA 95062
831-291-3843
© 2020 HarborLight Investments