We offer customized financial planning and wealth management solutions to help individuals and businesses reach their goals, providing in-depth guidance through life transitions and complex financial decisions.
Take this quick 60-second assessment to discover where you stand and what questions you might want to explore with a fiduciary financial planner.
Harbor West is a value-oriented financial planning and wealth management firm dedicated to helping our clients reach their financial goals. Whether it’s retirement planning, business strategy, helping navigate through life transitions like marriage or divorce, or asset and investment management, we customize your financial plan to your individual goals, aspirations, even dreams.
Our team employs a time-tested, hands-on approach to investment management built on our collective experience, expertise and judgment developed over helping clients through both up and down markets.
Harbor West isn't a big, impersonal firm or a cookie-cutter shop. We're about building relationships, getting to know you, and collaborating on the customized financial road map that will take you where you want to be.
Find the Support You Need for Your Financial Future
Whether you need retirement planning, guidance through life transitions, business strategy, or investment management, our team of financial professionals is ready to help you create a personalized financial roadmap.
55 Walls Dr. Suite 308 Fairfield, CT 06824
Specialized planning for growth-minded entrepreneurs who pour countless hours into their business but need help aligning personal and professional finances
Tailored strategies for dentists at every career stage – from managing dental school debt to practice ownership and equipment financing
Compassionate guidance through major life events including marriage, divorce, retirement, and inheritance with personalized financial solutions
Comprehensive financial planning addressing the unique challenges and opportunities that come with merging families and finances
Explore how our wealth management services have made a difference for clients, providing effective solutions and financial peace of mind.
Get professional financial guidance and support from our experienced team at Harbor West.
President CFP®
Wealth Manager
Client Relationship Manager
We provide crucial support to individuals and businesses navigating financial challenges, delivering personalized planning and expert guidance across all wealth management domains.
Unlock opportunities in the dynamic field of legal advice services. Join our team of experts dedicated to providing top-notch legal counsel and support to clients.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Book a Consultation with our Financial Advisers
Our first step is listening to you. We want to understand your goals, your aspirations, even your dreams. Our financial experts will assess your situation and provide clear guidance on achieving your financial objectives.
Life throws unexpected challenges and opportunities your way – are your finances ready to handle them? Many people aren’t sure where they stand financially, but you can gain clarity today.
Book a call to take our quick Financial Planning Quiz to assess your readiness and identify potential gaps in your strategy. In just minutes, you’ll receive personalized recommendations to strengthen your financial foundation.
