Creating personalized strategies building on every conversation, every step, every milestone along the way.

About      Firm Profile

Our Firm

At Harbour Capital Advisors our mission is to improve futures through holistic wealth management advice and creative solutions.

An independent, fee-only advisor and fiduciary, Harbour Capital Advisors was founded in 2011 to serve a select number of families with complex financial needs. We are staffed by a team of seasoned professionals leveraging deep experience in investment and portfolio management across all asset classes, sophisticated wealth and tax planning, and private banking. Purpose-driven and dedicated to building long-term relationships, we sit on the same side of the table as our clients, creating a tailored approach for each individual journey.

We serve as one dedicated point of contact for “the business of the family.”

We pride ourselves on being the family wealth guardian, trusted counselor and investment expert.
We focus on our clients’ entire wealth picture, executing customized investment and planning ideas nimbly, and with efficiency. We harness the research, investment solutions and trading platforms of many of the world’s largest investment firms while maintaining independence through active and direct portfolio construction and management.

Our Core Values

Listen Intently

Our client-first approach means we really know our clients, their families and their financial priorities

Prioritize Trust

Trust is not a given; we work hard to
earn it

Inspire Confidence

Our clients feel empowered by education about their wealth, the markets, financial responsibilities, and opportunities for stewardship and impact

Collaborate with Purpose

We believe in the power of partnership

Make a Difference

We take pride in our investing track record; but most importantly, we’re proud of our commitment to excellence and to the clients we’ve been privileged to serve

Our Approach    How We Work

As your personal CFO, we examine the numbers. But we also go beyond the numbers to understand what you care about today, for the course of your lifetime, and beyond.

When we work together, you benefit from the broad experience of our entire team, enjoying access to customized investment solutions and planning tools skillfully designed to preserve wealth and solve financial challenges, even those you may not have recognized.

We are here to help you with a myriad of financial and related issues — to assist as you work through difficult life decisions that you, your parents, your children, or grandchildren may face. And we will serve as an intermediary with the other professionals who advise you, including your tax, legal and insurance partners.

Our investment guidance is free from the conflicts of interest inherent to larger organizations. As a fiduciary, we have a duty to act primarily for our client’s benefit in matters connected with our engagement, and not for our own interests.
Our size, private ownership and culture are designed to ensure you receive an unparalleled level of dedicated service.
Contact us today.

We would welcome the opportunity to answer your questions and be of service.