A Calm Harbor.
A Higher View.
Sophisticated wealth management for individuals and families who value clarity, discretion, and long-term vision.
About Us
A Boutique Wealth Partner for Those Who Value Discretion and Long-Term Vision
At Harbor Hills, we believe the most valuable asset you can have is clarity. We serve affluent individuals and families facing complex financial lives — with thoughtful strategy, enduring partnership, and calm confidence. This isn’t one-size-fits-all planning. It’s a meaningful, highly personal approach to wealth.
Rethink What Wealth Planning Should Feel Like
OUR APPROACH
At Harbor Hills, our approach is grounded in clarity, discretion, and meaningful relationships. We take the time to understand your full financial picture and design strategies that reflect your values, goals, and vision for the future. This is not cookie-cutter planning — it’s a personalized partnership for long-term success.
OUR MISSION
Our Mission: Exceed Expectations With Unbiased, Independent Advice
We are a privately owned and fully independent firm. That means our guidance is free from product sales, quotas, or outside influence — and fully aligned with your goals. We tailor every strategy to the specific needs of each client, maintaining a selective client base to ensure the discretion, depth, and availability you deserve.
Our Values
We Specialize in Life’s Pivotal Financial Moments
Guiding you through complex transitions — with clarity, care, and lasting confidence.
Retirement & income Planning
Know what’s enough, when it’s enough, and how to make it last.
Investment Management
Clear, customized strategy – aligned with your values and risk preferences.
Estate and Legacy Planning
Structure your wealth to reflect what matters to you.
Business & Liquidity Planning
Support before, during and after a major financial transition.
Multigenerational Planning
Help your family prepare, stay aligned, and avoid costly mistakes.
Philanthropy & Giving
Turn your values into meaningful, tax-smart impact.