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Guiding Your Wealth Journey

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Meeting you where you are
We help clients build a plan for their unique journey. Whether you are still building wealth or you need help managing significant investment assets, we are your financial partners. We have vast experience advising and guiding clients on all financial matters - from investing portfolios today to saving for tomorrow to planning for your estate & legacy. Our team will meet you where you are and help you take the next step.

Simplifying
The Complex
Every financial choice we make is interdependent. The impact of decisions ripples across your taxes, lifestyle, income, and wealth. It's crucial to consider all aspects of your financial picture, whether you are deciding when to retire, where to save, or how to invest. Our expert team and financial planning process can help you evaluate tradeoffs and hone decisions.

FIND OUT HOW

We seek to outperform, not outguess markets
Financial science has uncovered key drivers that can help your portfolio outperform the market over time. These strategies have been refined and tested by insightful academics and leading practitioners. We built an investment framework for clients that is dynamic and personalized. This knowledge combined with our wealth management experience guides our purpose at Pine Harbor: we rely on disciplined, time-tested strategies, not speculation, to help compound your wealth for generations.

In USD. US Small Cap is the CRSP 6–10 Index. US Large Cap is the S&P 500 Index. Long-Term Government Bonds is the IA SBBI US LT Govt TR USD. Treasury Bills is the IA SBBI US 30 Day TBill TR USD. US Inflation is measured as changes in the US Consumer Price Index. CRSP data is provided by the Center for Research in Security Prices, University of Chicago. S&P data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Long-term government bonds and Treasury bills data provided by Ibbotson Associates via Morningstar Direct. US Consumer Price Index data is provided by the US Department of Labor Bureau of Labor Statistics. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results.

Working with an advisor to build more wealth
We serve our clients as their family CFO - advising and guiding so you can focus on life. Our experience and process can help you navigate the critical financial events. We specialize in planning for life's big financial transitions.

These include helping you network for the next big promotion, aligning family members around business sales or inheritances, and preparing for a smooth transition from working years to retirement.

What an advisor adds
3
PERCENT OF ADDED RETURN*
4
PERCENT RETURN GAP FOR AVERAGE INVESTOR VS. S&P 500^
A little about us
14
YEARS OF EXPERIENCE
14
PRESS MENTIONS & WHITE PAPERS

Vanguard, Putting a Value on your Value: Quantifying Advisor's Alpha ®

^ The Balance, Why Average Investors Earn Below Average Market Returns