The Harbor Group
Merrill Lynch Wealth Management
Client Focused Advice and Guidance
At The Harbor Group, we don't just focus on investment services. We pride ourselves on delivering modern, sophisticated wealth management to help simplify the lives of hedge fund and private equity principals, Big Four accounting firm partners, and Wall Street and corporate executives.
Our experienced team utilizes its deep knowledge to provide strategic custom strategies designed to help you enhance, preserve and manage your wealth.
When you select The Harbor Group, you are supported by decades of experience in the financial services industry. As of January 2024, The Harbor Group is entrusted with approximately $2.00 billion in client balances. We believe our knowledge and experience with a broad range of services help differentiate us from other advisors.
Client Focused Advice and Guidance
At The Harbor Group, we don't just focus on investment services. We pride ourselves on delivering modern, sophisticated wealth management to help simplify the lives of hedge fund and private equity principals, Big Four accounting firm partners, and Wall Street and corporate executives.
Our experienced team utilizes its deep knowledge to provide strategic custom strategies designed to help you enhance, preserve and manage your wealth.
When you select The Harbor Group, you are supported by decades of experience in the financial services industry. As of January 2024, The Harbor Group is entrusted with approximately $2.00 billion in client balances. We believe our knowledge and experience with a broad range of services help differentiate us from other advisors.
CIMA®, CPFA™, CPWA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
