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.
Money is intensely personal…shouldn’t your financial planning be, too? At many wealth management firms, it’s anything but:
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.
We provide full-service investment management and individualized financial planning, all for one simple fee.
There are many similarities between maintaining financial health and physical fitness. Both take work and consistency to maintain and it’s important to follow a plan. Some people are quite good at keeping physically fit and just include going to the gym or exercising as part of their daily routine.Read This Article >
We recently updated our website to better reflect what we do for our clients. While the old site worked, it didn’t clearly explain our core services or allow potential clients to understand who we are and how we can serve them.Read This Article >
This year has not been so good for financial markets with the best performing asset class being large cap U.S. equities which are essentially flat for the year (as of December 6th).Read This Article >