Common Questions About
Our Move to Independence
We are proud to introduce you to Harbor View Private Wealth, our new wealth management firm dedicated to helping you organize and optimize your financial life. As an independent firm, we work with industry-leading organizations, including Goldman Sachs Custody Solutions, to first and foremost safeguard your assets as well as expand the services and resources available to you, bringing institutional-level banking and lending, trading, asset management, and capital markets expertise.
Our mission is to give you the clarity and confidence to enhance your financial well-being so you can focus on what matters most: your goals and your dreams. This move to independence allows us to do just that, and now in an elevated way. While our name, location, and contact information have changed, the entire team you trust and exceptional experience you have come to know have not. We’ve addressed a list of key questions you may have during this change, and we encourage you to reach out with any additional thoughts or concerns.
Why Did You Make This Change?
The wealth management industry has gone through significant changes in recent years. We believe that many traditional firms, especially large banks and brokerages, haven’t kept pace with what clients truly need and expect. Too often, advisors at those firms are constrained by corporate priorities or conflicts that limit their ability to fully act in the client’s best interest.
By contrast, the independent wealth management space has become a compelling alternative offering advanced technology, highly personalized service, and true open architecture that gives us access to every opportunity, wherever it may be sourced. This allows us to maintain complete objectivity, always putting client needs ahead of product shelf mandates. After years of careful consideration, we’ve chosen this path so we can deliver the most effective solutions to you, wherever they may be found.
Where Will My Assets Be Held?
The protection of your assets is our highest priority. As a registered investment advisor (RIA), we are required to safeguard client assets with an independent third-party custodian. After careful evaluation, we selected Goldman Sachs Custody Solutions to fulfill this role. With a strong net capital position, rigorous controls, and excess SIPC coverage, Goldman Sachs Custody Solutions stands as an industry leader offering the strength and safeguards that ensure your assets remain secure and protected.
Can I Expect The Same Team And Experience?
The entire team that you know and trust has transitioned to our new firm, Harbor View Private Wealth. We are excited to continue providing you with the same dedicated service and personalized guidance you expect.
Who Is Elevation Point?
We have chosen to partner with Elevation Point, whose mission is to support advisory teams like ours in building and growing independent advisory practices. By giving us access to institutional-caliber resources, specialized expertise, leading technology, and robust operational support, we can remain focused on what matters most: delivering exceptional outcomes for the clients who place their trust in us.
What’s Next?
We have designed this transition to be as seamless and efficient as possible, minimizing paperwork where applicable. In the coming days, our team will reach out to provide more information and walk you through the process. We welcome any questions and are here to ensure a smooth, thoughtful experience throughout.