At WealthHarbor our team is committed to the success of our clients and to providing them with the highest levels of service in the industry. Our investment committee oversees the management of every portfolio and ensures that each client’s individual needs are met.
Our team has also earned the professional distinctions of Accredited Investment Fiduciary® (AIF®) and Qualified Plan Financial Consultant (QPFC). These designations are only awarded to candidates who have demonstrated an in-depth understanding of investments, fiduciary issues, retirement plan design, and financial planning.