Financial Specialists

WealthHarbor has assembled a team of dedicated specialists; each focused on their specific function and working to deliver you of a Best-in-Class platform. You receive flexible plan design, complete compliance testing, participant record keeping and administration, investment selection, and employee education from a team of professionals dedicated to serving you. The Select platform also gives you the freedom to work with local TPAs if you so choose.

Include an ACCREDITED INVESTMENT FIDUCIARY™ available to provide ERISA level expertise to your Investment Committee as well as fiduciary protection for you, and your company will have a 401(k) plan that will be there for you and your employees to build a sound retirement future.

See our team members.