Our Services Wealth Planning
Our wealth planning services include:
Wealth transfer, estate, charitable, and incapacity planning
Financial and cash flow planning
Trustee and executor advisory services
Income tax projections and planning
Stock option and restricted stock strategies
Harbour Capital Advisors follows a methodical, multi-stage wealth planning process. We begin with an extensive phase of information and document gathering, followed by evaluation and analysis. A report outlines the strategies and recommendations of our team and establishes an action plan for their implementation. Thereafter, the team monitors the strategies and proactively recommends modifications or updates to ensure that our clients’ plans are current and optimized.
We look forward
to hearing from you.
Your story is unlike anyone else's.
Your wealth plan should be too.
Scott B. Wilson, CFA