Harbor Light Wealth Management Group
At Harbor Light Wealth Management, our work is grounded in a core set of values—honesty, hard work, loyalty, empathy, and vision—which guide every client relationship and reflect our commitment to advice delivered with integrity and care.
We specialize in working with corporate executives and high-net-worth families facing complex financial decisions. Whether managing concentrated stock positions, navigating liquidity events, generating retirement income, or preparing to transfer wealth across generations, our focus is on helping clients make informed, coordinated decisions with confidence.
Our approach begins with a customized financial plan, which serves as the strategic investment beacon for all investment decisions. From there, we design investment strategies that align with each client’s unique objectives and financial priorities, all while maximizing the resources of Merrill Lynch Wealth Management.
By connecting each element of a client’s financial life—from investments and retirement to legacy planning—we provide a more complete perspective, helping clients understand not just what decisions to make, but how those decisions work together over time.
Our team brings together investment management, financial planning, and access to Merrill's broader platform to help clients navigate complexity with clarity.
We focus on simplifying decisions around:
- Concentrated stock and executive compensation
- Tax-aware portfolio construction
- Retirement income and lifestyle planning
- Multigenerational wealth and legacy strategies
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.
