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.
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 >
The debate on whether investors can successfully time the market is fascinating.Read This Article >
As the final votes in the House and Senate are taking place today, we are busy crunching the numbers for how this will impact individuals and families.Read This Article >