Data. Insight. Purpose.
We see the financial world as it is, not as some pretend it to be.
You work too hard to be swamped in a financial storm or lured off-course by inflated promises. Take heart. You have arrived at New Harbor.
We value independence, for ourselves and for our clients.
We are active investment managers. We don’t outsource your portfolio to third-party money managers.
We believe that prudent financial, tax, and estate planning requires transparent teamwork between the advisor and the client.
At home and at work, we strive to make our communities more sustainable and fair.