Expertise

Who We Serve

At Harbor View Private Wealth, we work with a select group of accomplished executives, entrepreneurs, and families who value the clarity and freedom that come from entrusting their financial lives to seasoned professionals. Our clients are visionaries in their own right—leaders in business and in life—who recognize that wealth is about more than accumulation; it’s about purpose and peace of mind. We serve those who want a trusted team to oversee the details, anticipate what’s ahead, and coordinate every part of their financial lives—so they can focus on what matters to them most. Our role is to bring structure to complexity, insight to decision-making, and continuity to the stewardship of their family’s legacy.

Our Ideal Clients

• Value trusted partnership — preferring to delegate the day-to-day financial oversight to a team that acts as their family’s CFO, ensuring every moving part is aligned and advancing their long-term vision.
• Seek simplicity and confidence — choosing to spend their time on life, business, and family rather than the constant noise of markets, planning, and investment decisions.
• Think generationally — wanting to preserve, protect, and pass on wealth through a thoughtful process that integrates family values and financial outcomes.
• Expect proactive excellence — valuing a firm that anticipates opportunities and challenges before they arise, providing insight and coordination at every stage of life.