About

The Harbor Financial Group at Morgan Stanley is a multigenerational team providing financial planning and investment advice to successful business owners, executives, and families with substantial assets. We are committed to understanding every aspect of our clients’ lives so that we can leverage our team’s more than one hundred combined years of experience and our firm’s vast resources to provide best in class, custom solutions. Our services include creating long term financial plans, delivering unbiased investment strategies, providing guidance on critical financial decisions, and helping clients achieve their legacy goals. Ultimately, our objective is to put our clients in a financial position that allows them to live life the way they choose.

Not all advice is the same. Our team’s advice is backed by advanced technology, exceptional insight and institutional scale that can't be found just anywhere.

We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change