Insights
My wife and I have $2.5 million, but not much in Roths. Should we do a mega backdoor conversion?
The mega backdoor Roth is a strategy where high-earners contribute after-tax dollars to a 401(k) and then move that money over to a Roth, since they may otherwise be limited or completely shut out from contributing to a Roth IRA.
Younger Advisors, Bigger Ambitions: Inside Harbor View’s Independence Play
As a growing cohort of younger advisory teams rethinks legacy wirehouse and large-platform models, independence is increasingly seen not as a risk, but as a strategic advantage. That trend is on display at Harbor View Private Wealth. Harbor View represents a new generation of wealth firms prioritizing ownership, flexibility, and a more bespoke client experience, […]
$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point
MINNEAPOLIS, Jan. 13, 2026 /PRNewswire/ — Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, announced today that it has made a strategic minority investment in Harbor View Private Wealth (“Harbor View”), a wealth management firm offering holistic, goals-based financial planning to successful corporate executives and their families. The team, which oversaw approximately $1.3 […]