Relationships That Support Your Success
By working with industry-leading firms, we’re able to bring you innovative tools, services, and technology—broadening your options and freeing us to focus on what matters most: delivering the tailored, high-touch service you expect and deserve.
Goldman Sachs1 Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.
We have chosen to partner with Elevation Point2, 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. Learn more here.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Learn more here.
eMoney’s comprehensive financial planning solutions help our clients take action, track progress, and celebrate successes. With easy data organization and goal mapping, plus stress testing for risks, eMoney provides interactive tools that build confidence and foster more productive financial discussions. Learn more here.
1Custody, clearing and certain brokerage services are provided by Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions (GSCS), an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services are provided by Goldman Sachs & Co. LLC (GS&Co.), an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. GSCS and GS&Co. are not your investment advisors and do not provide investment advice to you or your investment advisor. The information provided here shall not constitute an offer, solicitation, or advice by GSCS or GS&Co. to buy or sell securities.
GSCS and GS&Co. do not control, and are not responsible for, any information or other content provided on Harbor View Private Wealth’s website, including any prospectuses, reports, summaries, or other data provided herein.
2 Elevation Point Wealth Partners, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Elevation Point, LLC.