WealthHarbor is an SEC Registered Investment Advisor based in New Orleans, Louisiana. We established WealthHarbor in 2001 to provide investment advisory services on a true fiduciary basis.
Our deep history of experience in the investment world combined with our expertise in the areas of retirement plan design and administration has allowed us to expand our client footprint on a national basis. We now manage assets for individuals, outside advisors, retirement plans, trusts, foundations and schools.
Our growth is a testament to the need for objective financial advice free from the conflicts of interest that are inherent in the financial services industry.