Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. New Harbor Investment Management serves individuals and business in all areas of  financial management, including:

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles with a goal to help you pursue and exceed your goals.

Individual Investments

Portfolio Management, Stocks, Municipal Bonds, Corporate Bonds, Government Bonds, Mutual Funds, Separately Managed Accounts

Retirement Planning

Making the most of your employer-sponsored retirement plans, 401k's, 403b's, Defined Benefit Plans, Simple , SEP ,Traditional and Roth IRA's. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management 

Looking for ways to help reduce your current and future tax burden. If necessary, referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Education Funding

529 plans, recommending investment and accumulation strategies to help you pay for your children's education

Employee and Executive Benefits 

Helping your business attract and retain qualified employees through benefit packages.